+503.1%
NVT vs DOCU
+110.9%
+392.2%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +3.2% | +0.6% | +3.4% |
| 7D | +3.5% | -0.4% | +3.9% | +3.5% |
| 30D | -28.2% | +12.9% | -41.1% | -29.4% |
| 3M | -30.1% | +35.1% | -65.1% | -33.1% |
| 6M | -32.5% | +76.2% | -108.7% | -38.1% |
| YTD | +15.2% | +17.2% | -2.0% | +11.0% |
| 1Y | +7.2% | +16.4% | -9.2% | +3.3% |
| 3Y | +134.2% | +95.6% | +38.6% | +105.9% |
| 5Y | +238.3% | -68.5% | +306.8% | +247.3% |
| All | +503.1% | +110.9% | +392.2% | +278.9% |
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