+1,031.9%
NBIS vs DOC
+2.8%
+1,029.1%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -1.8% | +9.3% | +7.6% |
| 7D | +8.2% | -1.5% | +9.7% | +8.3% |
| 30D | +3.4% | -4.8% | +8.1% | +3.7% |
| 3M | -12.8% | +6.9% | -19.7% | -14.3% |
| 6M | +131.5% | +20.7% | +110.8% | +118.4% |
| YTD | +170.5% | +34.1% | +136.3% | +151.9% |
| 1Y | +248.8% | +22.6% | +226.1% | +228.3% |
| All | +1,031.9% | +2.8% | +1,029.1% | +860.2% |
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