+15.2%
NOW vs DOCN
+102.5%
-87.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -7.2% | +6.8% | +1.5% |
| 7D | -27.5% | -20.0% | -7.5% | -23.2% |
| 30D | -20.0% | -38.8% | +18.7% | -10.4% |
| 3M | -7.9% | -34.8% | +26.9% | -0.2% |
| 6M | +18.3% | -22.8% | +41.1% | +14.8% |
| YTD | -29.0% | +74.6% | -103.6% | -48.1% |
| 1Y | -38.7% | +116.4% | -155.1% | -58.6% |
| 3Y | -10.3% | +239.3% | -249.7% | -52.7% |
| 5Y | -22.5% | -20.2% | -2.2% | -44.1% |
| All | +15.2% | +102.5% | -87.3% | -30.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling