+250.2%
DOCN vs NTR
+43.1%
+207.1%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.6% | +4.4% | +2.9% |
| 7D | +1.1% | +8.1% | -7.0% | +0.7% |
| 30D | -9.6% | +18.8% | -28.4% | -10.8% |
| 3M | -37.7% | +16.2% | -53.9% | -38.5% |
| 6M | +115.2% | +9.8% | +105.5% | +112.8% |
| YTD | +133.7% | +30.9% | +102.9% | +127.2% |
| 1Y | +250.2% | +41.8% | +208.4% | +227.6% |
| All | +250.2% | +43.1% | +207.1% | +227.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NTR.
Daily Out/Under-Performance
Portfolio return minus NTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTR 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 NTR 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