+50.6%
DOCS vs NVDX
+423.8%
-373.2%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +6.0% | -3.5% | +2.0% |
| 7D | -4.2% | -26.1% | +21.9% | -2.0% |
| 30D | +8.6% | -43.3% | +51.9% | +13.4% |
| 3M | +27.2% | -41.0% | +68.2% | +31.8% |
| 6M | +26.5% | -46.3% | +72.8% | +30.9% |
| YTD | -25.0% | -33.1% | +8.1% | -24.8% |
| 1Y | -37.0% | -40.1% | +3.1% | -36.2% |
| 3Y | +39.4% | +319.0% | -279.6% | -0.7% |
| All | +50.6% | +423.8% | -373.2% | -6.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling