+230.2%
NXT vs DOCU
+21.3%
+209.0%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.2% | -2.4% | +0.4% |
| 7D | -5.7% | -0.4% | -5.3% | -5.7% |
| 30D | +18.5% | +12.9% | +5.6% | +16.8% |
| 3M | -4.1% | +35.1% | -39.2% | -7.8% |
| 6M | -20.3% | +76.2% | -96.5% | -26.3% |
| YTD | +15.5% | +17.2% | -1.7% | +13.9% |
| 1Y | -5.0% | +16.4% | -21.4% | -6.2% |
| 3Y | +191.6% | +95.6% | +96.1% | +124.9% |
| All | +230.2% | +21.3% | +209.0% | +185.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling