-27.5%
DOCN vs NVTS
-54.3%
+26.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -6.4% | +2.2% | -3.0% |
| 7D | +19.1% | +3.9% | +15.1% | +18.3% |
| 30D | -21.0% | -4.3% | -16.7% | -20.3% |
| 3M | -34.7% | -34.5% | -0.3% | -29.4% |
| 6M | -45.8% | -57.7% | +12.0% | -38.0% |
| YTD | +79.4% | +25.4% | +54.0% | +66.3% |
| 1Y | +91.0% | +13.1% | +77.9% | +79.5% |
| 3Y | +237.5% | +48.9% | +188.5% | +152.2% |
| All | -27.5% | -54.3% | +26.8% | -45.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling