+91.0%
DOCN vs NVT
+4.7%
+86.3%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.7% | -3.5% | -3.6% |
| 7D | +19.1% | +8.0% | +11.1% | +12.2% |
| 30D | -21.0% | -24.8% | +3.8% | -1.5% |
| 3M | -34.7% | -32.4% | -2.3% | -11.6% |
| 6M | -45.8% | -33.5% | -12.3% | -26.5% |
| YTD | +79.4% | +13.2% | +66.2% | +83.2% |
| 1Y | +91.0% | +9.0% | +82.0% | +96.7% |
| All | +91.0% | +4.7% | +86.3% | +96.7% |
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