+84.2%
DOCN vs NI
+131.8%
-47.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | +2.1% | +6.0% | +7.5% |
| 7D | -12.8% | +0.4% | -13.2% | -12.8% |
| 30D | -41.9% | +11.3% | -53.2% | -43.6% |
| 3M | -36.9% | +6.5% | -43.4% | -38.0% |
| 6M | -52.2% | -2.3% | -50.0% | -52.1% |
| YTD | +62.7% | +10.8% | +51.9% | +56.0% |
| 1Y | +58.2% | +6.2% | +52.0% | +53.8% |
| 3Y | +219.5% | +98.7% | +120.8% | +150.1% |
| 5Y | -32.9% | +111.3% | -144.2% | -38.6% |
| All | +84.2% | +131.8% | -47.5% | +77.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 NI 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