+105.1%
DOCN vs NUE
+313.4%
-208.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +1.9% | +7.7% | +8.7% |
| 7D | +3.7% | -2.4% | +6.2% | +5.5% |
| 30D | -33.7% | +3.8% | -37.5% | -34.4% |
| 3M | -27.9% | -3.7% | -24.2% | -26.4% |
| 6M | -46.4% | +13.2% | -59.7% | -50.0% |
| YTD | +81.1% | +61.6% | +19.5% | +42.0% |
| 1Y | +74.3% | +83.6% | -9.3% | +28.3% |
| 3Y | +245.8% | +78.6% | +167.2% | +150.6% |
| 5Y | -23.7% | +148.0% | -171.7% | -48.8% |
| All | +105.1% | +313.4% | -208.4% | +51.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NUE.
Daily Out/Under-Performance
Portfolio return minus NUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NUE 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 10y: compounded portfolio wealth divided by compounded NUE 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…
10y analysis · Full analysis span regression · 6 months rolling