+51.3%
NBIS vs DOCN
+70.8%
-19.5%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.4% | +9.6% | +5.8% | +9.7% |
| 7D | +9.3% | +3.7% | +5.6% | +7.6% |
| 30D | -26.4% | -33.7% | +7.3% | -6.7% |
| 3M | -19.9% | -27.9% | +7.9% | -3.5% |
| 6M | -16.9% | -46.4% | +29.6% | +13.8% |
| YTD | +84.8% | +81.1% | +3.7% | +22.0% |
| 1Y | +51.3% | +74.3% | -23.0% | +1.6% |
| All | +51.3% | +70.8% | -19.5% | +1.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCN.
Daily Out/Under-Performance
Portfolio return minus DOCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCN 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 1y: compounded portfolio wealth divided by compounded DOCN 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…
1y analysis · Full analysis span regression · 6 months rolling