+56.4%
NU vs DOCN
+245.3%
-188.8%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.7% | -4.2% | +15.9% | +12.4% |
| 7D | +9.9% | +19.1% | -9.2% | +6.6% |
| 30D | -11.5% | -21.0% | +9.6% | -8.8% |
| 3M | -5.1% | -34.7% | +29.7% | +0.2% |
| 6M | +3.1% | -45.8% | +48.9% | +11.0% |
| YTD | -21.0% | +79.4% | -100.4% | -37.9% |
| 1Y | -15.2% | +91.0% | -106.2% | -34.5% |
| 3Y | +56.4% | +237.5% | -181.0% | -3.4% |
| All | +56.4% | +245.3% | -188.8% | -3.4% |
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