+51.5%
DOCN vs NVT
+1.5%
+50.0%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | +7.7% | +0.3% | +1.8% |
| 7D | -12.8% | -7.5% | -5.3% | -7.5% |
| 30D | -41.9% | -31.5% | -10.4% | -21.6% |
| 3M | -36.9% | -30.4% | -6.5% | -16.5% |
| 6M | -52.2% | -32.5% | -19.8% | -35.8% |
| YTD | +62.7% | +12.9% | +49.8% | +62.8% |
| All | +51.5% | +1.5% | +50.0% | +59.3% |
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