+491.3%
NVT vs DOCU
+104.6%
+386.7%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | +0.2% | +7.6% | +7.7% |
| 7D | -7.5% | -4.8% | -2.7% | -6.9% |
| 30D | -31.5% | +9.4% | -40.9% | -32.4% |
| 3M | -30.4% | +29.0% | -59.4% | -33.0% |
| 6M | -32.5% | +62.3% | -94.8% | -37.5% |
| YTD | +12.9% | +13.7% | -0.7% | +9.2% |
| 1Y | +3.7% | +11.5% | -7.8% | +0.5% |
| 3Y | +135.8% | +94.2% | +41.6% | +107.4% |
| 5Y | +232.7% | -71.7% | +304.4% | +245.9% |
| All | +491.3% | +104.6% | +386.7% | +272.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCU.
Daily Out/Under-Performance
Portfolio return minus DOCU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded DOCU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling