+60.1%
DOCN vs NVS
+113.6%
-53.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.9% | +4.7% | +3.2% |
| 7D | +1.1% | +4.0% | -2.9% | +0.2% |
| 30D | -9.6% | +3.6% | -13.2% | -10.5% |
| 3M | -37.7% | +7.8% | -45.5% | -39.2% |
| 6M | +115.2% | -0.2% | +115.4% | +114.4% |
| YTD | +133.7% | +19.6% | +114.2% | +120.3% |
| 1Y | +250.2% | +28.4% | +221.8% | +222.3% |
| 3Y | +320.3% | +76.2% | +244.1% | +237.3% |
| All | +60.1% | +113.6% | -53.6% | +24.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling