+280.3%
DOCN vs NRG
-18.6%
+298.9%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.6% | +0.5% | +12.1% | +12.5% |
| 7D | +16.3% | +9.3% | +7.1% | +12.6% |
| 30D | +2.0% | +1.3% | +0.8% | +1.4% |
| 3M | -25.2% | -6.0% | -19.2% | -24.6% |
| 6M | +132.7% | -22.0% | +154.6% | +148.2% |
| YTD | +163.3% | -24.1% | +187.4% | +182.4% |
| 1Y | +280.3% | -18.0% | +298.4% | +304.1% |
| All | +280.3% | -18.6% | +298.9% | +304.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NRG.
Daily Out/Under-Performance
Portfolio return minus NRG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NRG 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 NRG 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