+86.2%
DOCN vs NTR
+23.4%
+62.8%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -0.6% | +4.0% | +3.3% |
| 7D | +27.4% | -1.4% | +28.8% | +27.1% |
| 30D | -29.7% | +2.2% | -32.0% | -29.4% |
| 3M | -32.5% | +6.8% | -39.3% | -32.1% |
| 6M | -42.2% | +0.6% | -42.8% | -41.8% |
| YTD | +87.2% | +18.2% | +69.0% | +97.2% |
| 1Y | +86.2% | +21.3% | +64.9% | +94.4% |
| All | +86.2% | +23.4% | +62.8% | +94.4% |
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