+103.1%
DOCN vs NI
+136.8%
-33.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +0.5% | -4.7% | -4.3% |
| 7D | +19.1% | +4.3% | +14.8% | +17.8% |
| 30D | -21.0% | +12.4% | -33.4% | -23.5% |
| 3M | -34.7% | +10.2% | -44.9% | -36.4% |
| 6M | -45.8% | -0.8% | -45.0% | -45.8% |
| YTD | +79.4% | +13.2% | +66.2% | +71.0% |
| 1Y | +91.0% | +10.1% | +80.9% | +83.7% |
| 3Y | +237.5% | +103.1% | +134.3% | +162.7% |
| 5Y | -30.4% | +115.5% | -145.9% | -36.9% |
| All | +103.1% | +136.8% | -33.7% | +94.5% |
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