+196.4%
DOCN vs NI
+89.1%
+107.4%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.9% | -1.9% | -14.0% | -15.5% |
| 7D | -29.3% | 0.0% | -29.3% | -29.2% |
| 30D | -46.0% | +10.0% | -56.0% | -47.1% |
| 3M | -43.2% | +4.3% | -47.5% | -43.7% |
| 6M | -53.7% | -6.5% | -47.2% | -53.0% |
| YTD | +46.9% | +9.3% | +37.7% | +40.4% |
| 1Y | +54.3% | +6.4% | +47.9% | +49.0% |
| All | +196.4% | +89.1% | +107.4% | +110.6% |
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 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