+8.9%
DOCS vs NDAQ
+94.9%
-86.0%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.9% | -0.9% | -1.6% |
| 7D | -1.4% | -2.4% | +1.0% | +0.1% |
| 30D | +21.8% | +2.5% | +19.4% | +20.0% |
| 3M | +27.3% | +9.9% | +17.4% | +19.7% |
| 6M | -0.3% | +9.4% | -9.8% | -6.4% |
| YTD | -40.5% | +0.4% | -40.9% | -41.3% |
| 1Y | -61.5% | +4.0% | -65.6% | -63.0% |
| All | +8.9% | +94.9% | -86.0% | -25.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling