+0.8%
NVT vs DOCU
+10.7%
-9.9%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.1% | -1.6% | -1.7% |
| 7D | -13.0% | -3.4% | -9.6% | -13.7% |
| 30D | -32.7% | +9.3% | -42.0% | -31.3% |
| 3M | -30.6% | +30.2% | -60.8% | -26.5% |
| 6M | -33.6% | +62.1% | -95.7% | -26.5% |
| YTD | +11.0% | +13.5% | -2.5% | +20.3% |
| 1Y | +0.8% | +11.5% | -10.7% | +9.2% |
| All | +0.8% | +10.7% | -9.9% | +9.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling