+481.2%
NVT vs DOCU
+104.4%
+376.8%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.1% | -1.6% | -1.7% |
| 7D | -13.0% | -3.4% | -9.6% | -12.6% |
| 30D | -32.7% | +9.3% | -42.0% | -33.6% |
| 3M | -30.6% | +30.2% | -60.8% | -33.3% |
| 6M | -33.6% | +62.1% | -95.7% | -38.5% |
| YTD | +11.0% | +13.5% | -2.5% | +7.4% |
| 1Y | +0.8% | +11.5% | -10.7% | -2.4% |
| 3Y | +125.7% | +89.5% | +36.2% | +99.2% |
| 5Y | +231.1% | -69.6% | +300.8% | +241.4% |
| All | +481.2% | +104.4% | +376.8% | +266.5% |
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