+116.4%
DOCN vs NTR
+36.7%
+79.7%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | +4.0% | -11.1% | -6.7% |
| 7D | -20.0% | +4.3% | -24.4% | -19.6% |
| 30D | -38.8% | +2.6% | -41.4% | -38.4% |
| 3M | -34.8% | +8.5% | -43.3% | -34.6% |
| 6M | -22.8% | -3.3% | -19.4% | -22.1% |
| YTD | +74.6% | +19.6% | +55.0% | +79.2% |
| 1Y | +116.4% | +37.6% | +78.8% | +99.8% |
| All | +116.4% | +36.7% | +79.7% | +99.8% |
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