+74.3%
DOCN vs NI
+7.1%
+67.2%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +0.6% | +9.0% | +9.6% |
| 7D | +3.7% | +0.6% | +3.2% | +3.6% |
| 30D | -33.7% | +11.2% | -44.9% | -32.6% |
| 3M | -27.9% | +9.2% | -37.1% | -26.9% |
| 6M | -46.4% | -1.8% | -44.6% | -46.7% |
| YTD | +81.1% | +12.0% | +69.1% | +67.9% |
| 1Y | +74.3% | +6.4% | +67.9% | +66.1% |
| All | +74.3% | +7.1% | +67.2% | +66.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling