+400.4%
NVT vs DOCU
-78.0%
+478.4%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +3.7% | -1.1% | +2.1% |
| 7D | +5.1% | +6.9% | -1.8% | +4.2% |
| 30D | -3.7% | +19.0% | -22.7% | -6.2% |
| 3M | -10.1% | +34.3% | -44.4% | -14.4% |
| 6M | +37.5% | +48.0% | -10.6% | +28.2% |
| YTD | +53.7% | 0.0% | +53.7% | +52.0% |
| 1Y | +70.9% | -10.3% | +81.1% | +71.4% |
| 3Y | +180.4% | +32.4% | +148.0% | +158.5% |
| All | +400.4% | -78.0% | +478.4% | +412.9% |
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 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