+44.8%
NU vs DOCN
+189.9%
-145.2%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +2.5% | 0.0% | +2.1% |
| 7D | +3.6% | -19.2% | +22.8% | +7.0% |
| 30D | -22.8% | -43.1% | +20.3% | -15.9% |
| 3M | -14.8% | -40.7% | +25.9% | -8.6% |
| 6M | -16.9% | -55.0% | +38.1% | -7.7% |
| YTD | -28.1% | +50.6% | -78.8% | -41.7% |
| 1Y | -24.5% | +54.0% | -78.5% | -39.3% |
| 3Y | +44.8% | +203.9% | -159.1% | -8.5% |
| All | +44.8% | +189.9% | -145.2% | -8.5% |
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 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