+70.5%
DOCN vs NUE
+287.5%
-216.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.3% | +2.8% | +2.7% |
| 7D | -19.2% | -10.6% | -8.6% | -14.3% |
| 30D | -43.1% | -0.6% | -42.5% | -42.5% |
| 3M | -40.7% | -9.7% | -31.0% | -37.6% |
| 6M | -55.0% | +5.1% | -60.1% | -56.4% |
| YTD | +50.6% | +51.4% | -0.8% | +21.7% |
| 1Y | +54.0% | +71.3% | -17.4% | +16.9% |
| 3Y | +203.9% | +66.8% | +137.0% | +127.1% |
| 5Y | -29.4% | +134.8% | -164.2% | -51.2% |
| All | +70.5% | +287.5% | -216.9% | +29.6% |
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