+36.3%
NBIS vs DOC
+20.8%
+15.6%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.8% | -1.3% | -15.6% | -16.8% |
| 7D | +6.9% | 0.0% | +6.9% | +6.9% |
| 30D | -37.8% | +6.6% | -44.4% | -37.6% |
| 3M | -50.4% | -1.1% | -49.3% | -50.0% |
| 6M | -28.2% | +4.8% | -33.0% | -29.4% |
| YTD | +53.7% | +32.1% | +21.6% | +38.5% |
| 1Y | +36.3% | +21.9% | +14.5% | +25.5% |
| All | +36.3% | +20.8% | +15.6% | +25.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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