+212.0%
NXT vs DOCU
+22.2%
+189.8%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.8% | +0.8% | +1.4% |
| 7D | -9.4% | +4.1% | -13.5% | -9.8% |
| 30D | +15.1% | +7.4% | +7.8% | +14.1% |
| 3M | -9.1% | +26.0% | -35.1% | -11.8% |
| 6M | -30.3% | +79.2% | -109.5% | -35.6% |
| YTD | +9.1% | +18.1% | -9.0% | +7.5% |
| 1Y | +7.9% | +20.5% | -12.6% | +5.8% |
| 3Y | +176.5% | +96.4% | +80.1% | +113.3% |
| All | +212.0% | +22.2% | +189.8% | +169.4% |
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