+2.5%
NVT vs DOCU
+10.8%
-8.3%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | +0.2% | +7.6% | +7.8% |
| 7D | -7.5% | -4.8% | -2.7% | -8.5% |
| 30D | -31.5% | +9.4% | -40.9% | -30.1% |
| 3M | -30.4% | +29.0% | -59.4% | -26.4% |
| 6M | -32.5% | +62.3% | -94.8% | -25.2% |
| YTD | +12.9% | +13.7% | -0.7% | +22.4% |
| All | +2.5% | +10.8% | -8.3% | +11.1% |
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