+182.4%
NXT vs DOCU
+87.9%
+94.5%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -1.7% | +7.0% | +5.4% |
| 7D | +32.2% | -5.5% | +37.8% | +32.7% |
| 30D | +21.9% | +12.6% | +9.3% | +20.9% |
| 3M | +6.6% | +36.4% | -29.8% | +4.1% |
| 6M | -16.8% | +66.8% | -83.6% | -20.1% |
| YTD | +20.4% | +13.5% | +7.0% | +21.3% |
| 1Y | -1.5% | +11.3% | -12.8% | -0.6% |
| 3Y | +182.4% | +92.1% | +90.3% | +94.1% |
| All | +182.4% | +87.9% | +94.5% | +94.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling