+408.3%
NVT vs DOCU
+107.7%
+300.6%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.8% | -2.0% | -10.8% | -12.6% |
| 7D | -28.8% | -3.2% | -25.6% | -28.5% |
| 30D | -43.3% | +15.7% | -59.0% | -44.4% |
| 3M | -39.2% | +37.3% | -76.5% | -41.9% |
| 6M | -41.8% | +63.1% | -104.9% | -46.1% |
| YTD | -2.9% | +15.4% | -18.3% | -6.3% |
| 1Y | -12.0% | +11.3% | -23.3% | -14.7% |
| 3Y | +102.8% | +92.1% | +10.8% | +78.7% |
| 5Y | +182.2% | -70.5% | +252.7% | +191.9% |
| All | +408.3% | +107.7% | +300.6% | +220.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling