+164.6%
DOCN vs NUE
+312.0%
-147.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.5% | +3.3% | +3.1% |
| 7D | +1.1% | +4.2% | -3.1% | -1.0% |
| 30D | -9.6% | -5.0% | -4.7% | -7.4% |
| 3M | -37.7% | -0.2% | -37.5% | -38.2% |
| 6M | +115.2% | +49.1% | +66.1% | +76.2% |
| YTD | +133.7% | +61.0% | +72.7% | +83.1% |
| 1Y | +250.2% | +82.5% | +167.6% | +156.6% |
| 3Y | +320.3% | +57.9% | +262.4% | +219.5% |
| 5Y | +53.1% | +146.6% | -93.5% | +1.8% |
| All | +164.6% | +312.0% | -147.3% | +95.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling