+28.6%
NBIS vs DOCS
-39.1%
+67.8%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +1.1% | +8.1% | +9.5% |
| 7D | 0.0% | 0.0% | 0.0% | +0.2% |
| 30D | -36.0% | +7.8% | -43.8% | -34.8% |
| 3M | -24.7% | +20.0% | -44.7% | -19.6% |
| 6M | -20.1% | +26.5% | -46.6% | -12.3% |
| YTD | +69.0% | -25.8% | +94.8% | +91.1% |
| All | +28.6% | -39.1% | +67.8% | +54.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling