-47.3%
DOCS vs NDAQ
+28.8%
-76.1%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +2.6% | +3.8% | +4.8% |
| 7D | +1.2% | +3.9% | -2.7% | -1.0% |
| 30D | +21.3% | +19.0% | +2.3% | +9.3% |
| 3M | +58.4% | +17.6% | +40.8% | +43.7% |
| 6M | +39.3% | +21.0% | +18.3% | +23.2% |
| YTD | -21.7% | +14.1% | -35.8% | -30.9% |
| 1Y | -47.3% | +29.4% | -76.8% | -53.9% |
| All | -47.3% | +28.8% | -76.1% | -53.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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