-0.2%
NVTS vs DOCU
+10.8%
-11.0%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.3% | +0.2% | +11.1% | +11.3% |
| 7D | +20.8% | -4.8% | +25.6% | +19.5% |
| 30D | -11.1% | +9.4% | -20.5% | -9.3% |
| 3M | -31.0% | +29.0% | -60.1% | -26.7% |
| 6M | -47.4% | +62.3% | -109.7% | -41.3% |
| YTD | +34.2% | +13.7% | +20.5% | +57.8% |
| All | -0.2% | +10.8% | -11.0% | +18.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling