+203.9%
DOCN vs NVT
+118.7%
+85.2%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +8.0% | -5.5% | -3.2% |
| 7D | -19.2% | -15.7% | -3.5% | -9.0% |
| 30D | -43.1% | -36.6% | -6.5% | -21.3% |
| 3M | -40.7% | -34.8% | -5.9% | -20.1% |
| 6M | -55.0% | -38.2% | -16.7% | -37.2% |
| YTD | +50.6% | +4.8% | +45.8% | +50.3% |
| 1Y | +54.0% | -2.8% | +56.7% | +60.6% |
| 3Y | +203.9% | +119.5% | +84.4% | +67.8% |
| All | +203.9% | +118.7% | +85.2% | +67.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling