+84.2%
DOCN vs NUE
+294.2%
-210.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | +1.7% | +6.3% | +7.2% |
| 7D | -12.8% | -10.2% | -2.6% | -7.7% |
| 30D | -41.9% | -0.4% | -41.5% | -41.4% |
| 3M | -36.9% | -8.4% | -28.6% | -34.1% |
| 6M | -52.2% | +10.1% | -62.3% | -54.8% |
| YTD | +62.7% | +54.1% | +8.7% | +30.5% |
| 1Y | +58.2% | +74.7% | -16.5% | +19.1% |
| 3Y | +219.5% | +72.0% | +147.5% | +135.8% |
| 5Y | -32.9% | +136.4% | -169.2% | -53.9% |
| All | +84.2% | +294.2% | -210.0% | +39.0% |
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