+51.5%
DOCN vs NI
+6.6%
+45.0%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | +2.1% | +6.0% | +8.2% |
| 7D | -12.8% | +0.4% | -13.2% | -12.8% |
| 30D | -41.9% | +11.3% | -53.2% | -41.0% |
| 3M | -36.9% | +6.5% | -43.4% | -36.2% |
| 6M | -52.2% | -2.3% | -50.0% | -52.5% |
| YTD | +62.7% | +10.8% | +51.9% | +51.3% |
| All | +51.5% | +6.6% | +45.0% | +43.6% |
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