-2.5%
NVTS vs DOCU
+10.1%
-12.6%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.5% | -1.7% | +11.2% | +9.2% |
| 7D | +1.5% | -5.5% | +7.1% | +0.2% |
| 30D | -23.8% | +12.6% | -36.4% | -21.7% |
| 3M | -30.6% | +36.4% | -67.0% | -25.5% |
| 6M | -48.4% | +66.8% | -115.2% | -42.5% |
| YTD | +20.6% | +13.5% | +7.1% | +42.4% |
| 1Y | -2.5% | +11.3% | -13.8% | +18.2% |
| All | -2.5% | +10.1% | -12.6% | +18.2% |
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