+501.9%
NBIS vs DOC
+1.2%
+500.6%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.9% | -0.2% | -14.7% | -14.9% |
| 7D | -30.0% | +6.2% | -36.2% | -30.1% |
| 30D | -51.8% | +6.5% | -58.3% | -51.9% |
| 3M | -45.0% | -6.2% | -38.8% | -44.6% |
| 6M | -31.6% | +25.6% | -57.2% | -35.5% |
| YTD | +43.8% | +32.1% | +11.7% | +34.5% |
| 1Y | +2.9% | +20.3% | -17.4% | -2.7% |
| All | +501.9% | +1.2% | +500.6% | +412.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling