+60.1%
DOCN vs NWSA
+40.7%
+19.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NWSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.8% | +4.6% | +4.3% |
| 7D | +1.1% | -1.9% | +3.0% | +2.7% |
| 30D | -9.6% | +4.6% | -14.2% | -13.4% |
| 3M | -37.7% | +13.2% | -50.9% | -45.7% |
| 6M | +115.2% | +27.0% | +88.2% | +67.3% |
| YTD | +133.7% | +16.8% | +116.9% | +93.3% |
| 1Y | +250.2% | +4.5% | +245.6% | +220.2% |
| 3Y | +320.3% | +46.2% | +274.1% | +172.6% |
| All | +60.1% | +40.7% | +19.4% | +2.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NWSA.
Daily Out/Under-Performance
Portfolio return minus NWSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NWSA 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 NWSA 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