-24.8%
NU vs DOCN
+70.8%
-95.6%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +9.6% | -7.6% | +1.2% |
| 7D | +2.8% | +3.7% | -1.0% | +2.2% |
| 30D | -23.0% | -33.7% | +10.6% | -20.4% |
| 3M | -9.7% | -27.9% | +18.1% | -7.7% |
| 6M | -8.7% | -46.4% | +37.7% | -4.8% |
| YTD | -26.4% | +81.1% | -107.5% | -39.7% |
| 1Y | -24.8% | +74.3% | -99.1% | -38.7% |
| All | -24.8% | +70.8% | -95.6% | -38.7% |
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 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