+115.2%
DOCN vs NVT
+38.1%
+77.1%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +2.6% | +0.2% | +0.5% |
| 7D | +1.1% | +5.1% | -4.0% | -3.3% |
| 30D | -9.6% | -3.7% | -5.9% | -6.3% |
| 3M | -37.7% | -10.1% | -27.5% | -32.1% |
| 6M | +115.2% | +37.5% | +77.8% | +83.7% |
| All | +115.2% | +38.1% | +77.1% | +83.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling