+227.1%
NVT vs DOCU
-69.6%
+296.7%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.8% | -1.5% | -0.8% |
| 7D | +8.0% | +4.1% | +3.9% | +7.5% |
| 30D | -24.8% | +7.4% | -32.1% | -25.5% |
| 3M | -32.4% | +26.0% | -58.4% | -34.8% |
| 6M | -33.5% | +79.2% | -112.7% | -39.5% |
| YTD | +13.2% | +18.1% | -4.9% | +9.2% |
| 1Y | +9.0% | +20.5% | -11.6% | +4.6% |
| 3Y | +129.4% | +96.4% | +33.0% | +99.5% |
| All | +227.1% | -69.6% | +296.7% | +215.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling