+28.0%
NU vs DOCN
-10.7%
+38.7%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.7% | -4.2% | +15.9% | +13.0% |
| 7D | +9.9% | +19.1% | -9.2% | +3.9% |
| 30D | -11.5% | -21.0% | +9.6% | -6.9% |
| 3M | -5.1% | -34.7% | +29.7% | +4.0% |
| 6M | +3.1% | -45.8% | +48.9% | +16.4% |
| YTD | -21.0% | +79.4% | -100.4% | -46.5% |
| 1Y | -15.2% | +91.0% | -106.2% | -44.2% |
| 3Y | +56.4% | +237.5% | -181.0% | -29.5% |
| All | +28.0% | -10.7% | +38.7% | -16.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling