+19.3%
NU vs DOCN
-9.8%
+29.1%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +9.6% | -7.6% | -0.8% |
| 7D | +2.8% | +3.7% | -1.0% | +1.0% |
| 30D | -23.0% | -33.7% | +10.6% | -14.6% |
| 3M | -9.7% | -27.9% | +18.1% | -4.2% |
| 6M | -8.7% | -46.4% | +37.7% | +3.6% |
| YTD | -26.4% | +81.1% | -107.5% | -50.2% |
| 1Y | -24.8% | +74.3% | -99.1% | -48.6% |
| 3Y | +44.6% | +245.8% | -201.2% | -35.3% |
| All | +19.3% | -9.8% | +29.1% | -21.9% |
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