+116.4%
DOCN vs NVS
+37.6%
+78.8%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | +3.6% | -10.8% | -5.7% |
| 7D | -20.0% | +5.7% | -25.7% | -18.0% |
| 30D | -38.8% | +17.1% | -55.8% | -34.6% |
| 3M | -34.8% | +7.6% | -42.5% | -32.4% |
| 6M | -22.8% | +14.1% | -36.9% | -20.7% |
| YTD | +74.6% | +23.3% | +51.3% | +77.5% |
| 1Y | +116.4% | +36.0% | +80.4% | +119.9% |
| All | +116.4% | +37.6% | +78.8% | +119.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NVS.
Daily Out/Under-Performance
Portfolio return minus NVS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVS 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 1y: compounded portfolio wealth divided by compounded NVS 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…
1y analysis · Full analysis span regression · 6 months rolling