-35.6%
DOCN vs NVTS
-42.8%
+7.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +9.5% | -7.0% | +0.7% |
| 7D | -19.2% | +1.5% | -20.7% | -19.5% |
| 30D | -43.1% | -23.8% | -19.2% | -40.0% |
| 3M | -40.7% | -30.6% | -10.1% | -36.6% |
| 6M | -55.0% | -48.4% | -6.6% | -50.6% |
| YTD | +50.6% | +20.6% | +30.0% | +40.6% |
| 1Y | +54.0% | -2.5% | +56.5% | +47.6% |
| 3Y | +203.9% | +44.0% | +159.9% | +127.6% |
| All | -35.6% | -42.8% | +7.2% | -45.9% |
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 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