-24.1%
NU vs DOCN
+110.0%
-134.2%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -7.2% | +10.4% | +3.9% |
| 7D | +0.2% | -20.0% | +20.2% | +2.0% |
| 30D | -21.0% | -38.8% | +17.8% | -17.7% |
| 3M | -16.3% | -34.8% | +18.5% | -13.5% |
| 6M | -15.3% | -22.8% | +7.5% | -15.4% |
| YTD | -28.4% | +74.6% | -103.0% | -38.9% |
| 1Y | -24.1% | +116.4% | -140.5% | -37.5% |
| All | -24.1% | +110.0% | -134.2% | -37.5% |
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