+51.1%
DOCS vs NVDX
+357.5%
-306.4%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -4.0% | +4.4% | +0.8% |
| 7D | +2.6% | -24.7% | +27.3% | +4.8% |
| 30D | +11.4% | -48.2% | +59.6% | +17.1% |
| 3M | +25.4% | -51.9% | +77.3% | +32.1% |
| 6M | +42.5% | -55.6% | +98.2% | +50.0% |
| YTD | -24.7% | -41.5% | +16.8% | -23.8% |
| 1Y | -32.9% | -44.0% | +11.0% | -32.0% |
| 3Y | +39.6% | +262.2% | -222.6% | +1.0% |
| All | +51.1% | +357.5% | -306.4% | -5.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling