+324.3%
DOCN vs NI
+71.5%
+252.7%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.6% | +3.5% | +3.0% |
| 7D | +1.1% | +2.0% | -0.9% | +0.6% |
| 30D | -9.6% | -3.5% | -6.1% | -8.8% |
| 3M | -37.7% | -9.1% | -28.6% | -36.4% |
| 6M | +115.2% | -11.8% | +127.1% | +121.1% |
| YTD | +133.7% | +1.1% | +132.6% | +127.3% |
| 1Y | +250.2% | +6.7% | +243.5% | +233.0% |
| All | +324.3% | +71.5% | +252.7% | +207.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling