+262.9%
NVDL vs DOCN
+245.3%
+17.6%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -4.2% | +0.2% | -2.2% |
| 7D | -24.8% | +19.1% | -43.9% | -30.9% |
| 30D | -48.0% | -21.0% | -27.0% | -42.7% |
| 3M | -51.5% | -34.7% | -16.8% | -43.1% |
| 6M | -54.9% | -45.8% | -9.2% | -43.5% |
| YTD | -39.2% | +79.4% | -118.6% | -63.4% |
| 1Y | -41.1% | +91.0% | -132.1% | -65.9% |
| 3Y | +262.9% | +237.5% | +25.5% | +58.9% |
| All | +262.9% | +245.3% | +17.6% | +58.9% |
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 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