+87.1%
DOCN vs NUE
+305.7%
-218.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.9% | -1.3% | +0.2% |
| 7D | -12.1% | -6.2% | -5.9% | -8.9% |
| 30D | -41.0% | +2.5% | -43.5% | -41.3% |
| 3M | -38.7% | -6.4% | -32.3% | -36.6% |
| 6M | -51.5% | +13.3% | -64.8% | -54.8% |
| YTD | +65.3% | +58.5% | +6.7% | +30.7% |
| 1Y | +53.9% | +81.9% | -28.0% | +13.7% |
| 3Y | +215.6% | +75.3% | +140.3% | +130.6% |
| 5Y | -26.2% | +149.9% | -176.1% | -50.1% |
| All | +87.1% | +305.7% | -218.5% | +39.2% |
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