+143.3%
DOCN vs NXT
+228.5%
-85.2%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.9% | -6.7% | -9.2% | -13.9% |
| 7D | -29.3% | +24.7% | -54.0% | -34.0% |
| 30D | -46.0% | +13.0% | -59.1% | -48.0% |
| 3M | -43.2% | -0.2% | -43.0% | -43.5% |
| 6M | -53.7% | -19.3% | -34.5% | -51.9% |
| YTD | +46.9% | +14.3% | +32.6% | +38.5% |
| 1Y | +54.3% | -11.0% | +65.3% | +54.0% |
| 3Y | +185.5% | +167.8% | +17.8% | +110.7% |
| All | +143.3% | +228.5% | -85.2% | +64.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling