+53.9%
DOCN vs NI
+7.1%
+46.8%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.5% | +1.0% | +1.6% |
| 7D | -12.1% | +1.5% | -13.6% | -11.9% |
| 30D | -41.0% | +11.9% | -52.9% | -40.0% |
| 3M | -38.7% | +9.1% | -47.8% | -37.8% |
| 6M | -51.5% | -1.8% | -49.7% | -51.7% |
| YTD | +65.3% | +11.4% | +53.9% | +53.8% |
| 1Y | +53.9% | +6.4% | +47.5% | +45.9% |
| All | +53.9% | +7.1% | +46.8% | +45.9% |
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