+48.8%
NU vs DOCN
+16.4%
+32.4%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +2.8% | -4.8% | -2.8% |
| 7D | +7.5% | +1.1% | +6.3% | +7.0% |
| 30D | +6.1% | -9.6% | +15.8% | +8.5% |
| 3M | +26.8% | -37.7% | +64.5% | +42.9% |
| 6M | +2.5% | +115.2% | -112.7% | -30.8% |
| YTD | -8.2% | +133.7% | -141.9% | -40.7% |
| 1Y | +3.4% | +250.2% | -246.8% | -44.6% |
| 3Y | +116.2% | +320.3% | -204.1% | -6.6% |
| All | +48.8% | +16.4% | +32.4% | -7.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling