-32.7%
NVTS vs DOCU
-71.8%
+39.0%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.5% | -1.7% | +11.2% | +10.3% |
| 7D | +1.5% | -5.5% | +7.1% | +4.1% |
| 30D | -23.8% | +12.6% | -36.4% | -28.1% |
| 3M | -30.6% | +36.4% | -67.0% | -40.8% |
| 6M | -48.4% | +66.8% | -115.2% | -61.8% |
| YTD | +20.6% | +13.5% | +7.1% | +5.5% |
| 1Y | -2.5% | +11.3% | -13.8% | -14.1% |
| 3Y | +44.0% | +92.1% | -48.1% | -12.4% |
| 5Y | -42.6% | -71.0% | +28.3% | -45.3% |
| All | -32.7% | -71.8% | +39.0% | -35.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling