+673.5%
NBIS vs DOCS
-23.1%
+696.6%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.4% | +2.5% | +13.0% | +15.1% |
| 7D | +9.3% | -4.2% | +13.5% | +10.0% |
| 30D | -26.4% | +8.6% | -35.0% | -27.0% |
| 3M | -19.9% | +27.2% | -47.2% | -22.8% |
| 6M | -16.9% | +26.5% | -43.4% | -21.0% |
| YTD | +84.8% | -25.0% | +109.8% | +108.3% |
| 1Y | +51.3% | -37.0% | +88.3% | +82.9% |
| All | +673.5% | -23.1% | +696.6% | +883.5% |
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