+324.3%
DOCN vs NXT
+98.3%
+226.0%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.2% | +1.6% | +2.5% |
| 7D | +1.1% | -1.1% | +2.2% | +1.4% |
| 30D | -9.6% | -15.3% | +5.7% | -5.3% |
| 3M | -37.7% | -43.8% | +6.1% | -27.6% |
| 6M | +115.2% | -18.7% | +133.9% | +123.8% |
| YTD | +133.7% | -3.0% | +136.7% | +131.8% |
| 1Y | +250.2% | +22.7% | +227.4% | +231.8% |
| All | +324.3% | +98.3% | +226.0% | +214.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling