+20.3%
DOC vs NVDX
-38.0%
+58.3%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -18.4% | +18.2% | +0.1% |
| 7D | +6.2% | -28.9% | +35.2% | +6.8% |
| 30D | +6.5% | -44.1% | +50.5% | +7.8% |
| 3M | -6.2% | -36.0% | +29.7% | -5.5% |
| 6M | +25.6% | -26.7% | +52.3% | +24.9% |
| YTD | +32.1% | -26.1% | +58.2% | +30.4% |
| 1Y | +20.3% | -35.7% | +56.0% | +18.7% |
| All | +20.3% | -38.0% | +58.3% | +18.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NVDX.
Daily Out/Under-Performance
Portfolio return minus NVDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVDX 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 1y: compounded portfolio wealth divided by compounded NVDX 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…
1y analysis · Full analysis span regression · 6 months rolling