+203.9%
DOCN vs NUE
+66.5%
+137.4%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.3% | +2.8% | +2.7% |
| 7D | -19.2% | -10.6% | -8.6% | -13.6% |
| 30D | -43.1% | -0.6% | -42.5% | -42.3% |
| 3M | -40.7% | -9.7% | -31.0% | -37.1% |
| 6M | -55.0% | +5.1% | -60.1% | -56.6% |
| YTD | +50.6% | +51.4% | -0.8% | +16.8% |
| 1Y | +54.0% | +71.3% | -17.4% | +10.5% |
| 3Y | +203.9% | +66.8% | +137.1% | +127.3% |
| All | +203.9% | +66.5% | +137.4% | +127.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling