+22.7%
NXT vs DOCU
-9.0%
+31.8%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +3.7% | -2.5% | +1.4% |
| 7D | -1.1% | +6.9% | -8.0% | -0.8% |
| 30D | -15.3% | +19.0% | -34.3% | -14.6% |
| 3M | -43.8% | +34.3% | -78.1% | -42.4% |
| 6M | -18.7% | +48.0% | -66.7% | -16.1% |
| YTD | -3.0% | 0.0% | -3.0% | +8.0% |
| 1Y | +22.7% | -10.3% | +33.0% | +40.1% |
| All | +22.7% | -9.0% | +31.8% | +40.1% |
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