-11.0%
NXT vs DOCU
+11.4%
-22.4%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -2.0% | -4.7% | -6.9% |
| 7D | +24.7% | -3.2% | +28.0% | +24.3% |
| 30D | +13.0% | +15.7% | -2.6% | +14.8% |
| 3M | -0.2% | +37.3% | -37.5% | +3.1% |
| 6M | -19.3% | +63.1% | -82.4% | -13.7% |
| YTD | +14.3% | +15.4% | -1.1% | +31.5% |
| 1Y | -11.0% | +11.3% | -22.3% | +4.6% |
| All | -11.0% | +11.4% | -22.4% | +4.6% |
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