-25.3%
NVTS vs DOCU
-70.9%
+45.5%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | 0.0% | -5.1% | -5.1% |
| 7D | +21.6% | +1.6% | +20.1% | +20.8% |
| 30D | -8.5% | +10.8% | -19.4% | -13.0% |
| 3M | -31.4% | +38.0% | -69.3% | -41.8% |
| 6M | -50.3% | +77.4% | -127.7% | -64.0% |
| YTD | +33.9% | +17.2% | +16.7% | +15.6% |
| 1Y | +10.6% | +15.6% | -4.9% | -4.0% |
| 3Y | +52.7% | +95.6% | -42.9% | -7.7% |
| 5Y | -48.5% | -69.7% | +21.2% | -51.5% |
| All | -25.3% | -70.9% | +45.5% | -29.7% |
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