+209.9%
DOCN vs NXT
+208.8%
+1.1%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -6.9% | +10.3% | +5.3% |
| 7D | +27.4% | -6.0% | +33.4% | +29.4% |
| 30D | -29.7% | +5.4% | -35.2% | -31.1% |
| 3M | -32.5% | -9.7% | -22.8% | -31.0% |
| 6M | -42.2% | -25.3% | -16.8% | -38.8% |
| YTD | +87.2% | +7.5% | +79.7% | +79.2% |
| 1Y | +86.2% | -3.0% | +89.2% | +82.4% |
| 3Y | +257.4% | +171.4% | +86.0% | +161.3% |
| All | +209.9% | +208.8% | +1.1% | +113.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NXT.
Daily Out/Under-Performance
Portfolio return minus NXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NXT 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 10y: compounded portfolio wealth divided by compounded NXT 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…
10y analysis · Full analysis span regression · 6 months rolling