+204.0%
NVT vs DOCU
-71.0%
+275.0%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | -1.7% | +9.6% | +8.2% |
| 7D | -15.7% | -5.5% | -10.1% | -15.1% |
| 30D | -36.6% | +12.6% | -49.2% | -37.7% |
| 3M | -34.8% | +36.4% | -71.2% | -37.9% |
| 6M | -38.2% | +66.8% | -105.0% | -43.3% |
| YTD | +4.8% | +13.5% | -8.6% | +1.6% |
| 1Y | -2.8% | +11.3% | -14.1% | -5.6% |
| 3Y | +119.5% | +92.1% | +27.5% | +91.3% |
| All | +204.0% | -71.0% | +275.0% | +198.6% |
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