-27.5%
DOCN vs NVT
+226.5%
-254.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.7% | -3.5% | -3.6% |
| 7D | +19.1% | +8.0% | +11.1% | +12.6% |
| 30D | -21.0% | -24.8% | +3.8% | -2.4% |
| 3M | -34.7% | -32.4% | -2.3% | -12.7% |
| 6M | -45.8% | -33.5% | -12.3% | -26.9% |
| YTD | +79.4% | +13.2% | +66.2% | +64.3% |
| 1Y | +91.0% | +9.0% | +82.0% | +78.9% |
| 3Y | +237.5% | +129.4% | +108.1% | +57.0% |
| All | -27.5% | +226.5% | -254.0% | -78.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling