+41.8%
NU vs DOCN
+226.8%
-185.1%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.6% | -3.8% | -2.5% |
| 7D | +4.0% | -12.1% | +16.2% | +5.9% |
| 30D | -25.1% | -41.0% | +16.0% | -18.8% |
| 3M | -12.8% | -38.7% | +25.9% | -7.0% |
| 6M | -12.5% | -51.5% | +39.0% | -3.8% |
| YTD | -27.8% | +65.3% | -93.1% | -42.4% |
| 1Y | -24.6% | +53.9% | -78.5% | -38.8% |
| 3Y | +41.8% | +215.6% | -173.8% | -11.4% |
| All | +41.8% | +226.8% | -185.1% | -11.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling