-7.8%
NVTS vs DOCU
-75.1%
+67.3%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +3.7% | +2.6% | +4.7% |
| 7D | +2.7% | +6.9% | -4.2% | -0.2% |
| 30D | -4.5% | +19.0% | -23.4% | -12.3% |
| 3M | -61.5% | +34.3% | -95.8% | -67.3% |
| 6M | +28.0% | +48.0% | -20.0% | -0.5% |
| YTD | +65.3% | 0.0% | +65.3% | +54.9% |
| 1Y | +113.0% | -10.3% | +123.3% | +109.4% |
| 3Y | +34.7% | +32.4% | +2.3% | +0.5% |
| All | -7.8% | -75.1% | +67.3% | -5.7% |
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 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