+164.6%
DOCN vs NI
+111.4%
+53.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -36.3% |
| 6M | +115.2% | -11.8% | +127.1% | +121.5% |
| YTD | +133.7% | +1.1% | +132.6% | +129.6% |
| 1Y | +250.2% | +6.7% | +243.5% | +237.7% |
| 3Y | +320.3% | +71.1% | +249.2% | +243.3% |
| 5Y | +53.1% | +94.3% | -41.2% | +44.3% |
| All | +164.6% | +111.4% | +53.2% | +161.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling