+3.4%
NU vs DOCN
+254.3%
-251.0%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +2.8% | -4.8% | -2.2% |
| 7D | +7.5% | +1.1% | +6.3% | +7.3% |
| 30D | +6.1% | -9.6% | +15.8% | +6.9% |
| 3M | +26.8% | -37.7% | +64.5% | +31.4% |
| 6M | +2.5% | +115.2% | -112.7% | -12.4% |
| YTD | -8.2% | +133.7% | -141.9% | -22.0% |
| 1Y | +3.4% | +250.2% | -246.8% | -14.3% |
| All | +3.4% | +254.3% | -251.0% | -14.3% |
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