+547.5%
NBIS vs DOC
+1.9%
+545.5%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.6% | +0.7% | +6.9% | +7.6% |
| 7D | -16.0% | +6.5% | -22.5% | -16.1% |
| 30D | -45.4% | +9.2% | -54.6% | -45.6% |
| 3M | -31.8% | -2.5% | -29.3% | -31.4% |
| 6M | -33.6% | +7.1% | -40.7% | -34.7% |
| YTD | +54.7% | +33.0% | +21.7% | +44.7% |
| 1Y | +18.3% | +23.3% | -4.9% | +11.7% |
| All | +547.5% | +1.9% | +545.5% | +451.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling