+250.2%
DOCN vs NVT
+73.8%
+176.4%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +2.6% | +0.2% | +0.7% |
| 7D | +1.1% | +5.1% | -4.0% | -2.9% |
| 30D | -9.6% | -3.7% | -5.9% | -6.6% |
| 3M | -37.7% | -10.1% | -27.5% | -32.6% |
| 6M | +115.2% | +37.5% | +77.8% | +77.3% |
| YTD | +133.7% | +53.7% | +80.0% | +75.9% |
| 1Y | +250.2% | +70.9% | +179.3% | +152.6% |
| All | +250.2% | +73.8% | +176.4% | +152.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NVT.
Daily Out/Under-Performance
Portfolio return minus NVT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVT 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 NVT 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