+203.9%
DOCN vs NVTS
+36.9%
+167.0%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +9.5% | -7.0% | +1.3% |
| 7D | -19.2% | +1.5% | -20.7% | -19.3% |
| 30D | -43.1% | -23.8% | -19.2% | -41.0% |
| 3M | -40.7% | -30.6% | -10.1% | -38.0% |
| 6M | -55.0% | -48.4% | -6.6% | -52.0% |
| YTD | +50.6% | +20.6% | +30.0% | +48.0% |
| 1Y | +54.0% | -2.5% | +56.5% | +53.1% |
| 3Y | +203.9% | +44.0% | +159.9% | +218.9% |
| All | +203.9% | +36.9% | +167.0% | +218.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NVTS.
Daily Out/Under-Performance
Portfolio return minus NVTS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVTS 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 NVTS 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