+197.0%
DOCN vs NXT
+213.5%
-16.5%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +1.5% | -5.7% | -4.6% |
| 7D | +19.1% | -9.4% | +28.5% | +22.2% |
| 30D | -21.0% | +15.1% | -36.1% | -24.6% |
| 3M | -34.7% | -9.1% | -25.6% | -33.4% |
| 6M | -45.8% | -30.3% | -15.5% | -41.5% |
| YTD | +79.4% | +9.1% | +70.3% | +70.9% |
| 1Y | +91.0% | +7.9% | +83.1% | +82.1% |
| 3Y | +237.5% | +176.5% | +61.0% | +145.3% |
| All | +197.0% | +213.5% | -16.5% | +103.3% |
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