+543.2%
NBIS vs DOCS
-23.2%
+566.4%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.8% | -0.1% | -16.8% | -16.8% |
| 7D | +6.9% | +0.1% | +6.8% | +6.9% |
| 30D | -37.8% | +8.7% | -46.5% | -38.3% |
| 3M | -50.4% | +32.9% | -83.2% | -52.3% |
| 6M | -28.2% | +25.5% | -53.7% | -31.6% |
| YTD | +53.7% | -25.0% | +78.7% | +73.3% |
| 1Y | +36.3% | -34.9% | +71.2% | +62.3% |
| All | +543.2% | -23.2% | +566.4% | +717.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCS.
Daily Out/Under-Performance
Portfolio return minus DOCS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCS 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 10y: compounded portfolio wealth divided by compounded DOCS 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…
10y analysis · Full analysis span regression · 6 months rolling