+2,672.5%
NVDL vs DOCN
+303.9%
+2,368.7%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +12.6% | -16.6% | -9.2% |
| 7D | +7.3% | +16.3% | -9.0% | 0.0% |
| 30D | -0.7% | +2.0% | -2.7% | -2.4% |
| 3M | +9.5% | -25.2% | +34.6% | +20.7% |
| 6M | +41.6% | +132.7% | -91.0% | -14.5% |
| YTD | +23.3% | +163.3% | -140.0% | -32.0% |
| 1Y | +40.3% | +280.3% | -240.0% | -38.1% |
| 3Y | +692.2% | +371.8% | +320.3% | +215.5% |
| All | +2,672.5% | +303.9% | +2,368.7% | +806.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling