+21.9%
NBIS vs DOCS
-40.0%
+61.8%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -1.4% | -3.9% | -5.6% |
| 7D | -11.6% | -0.6% | -11.1% | -11.7% |
| 30D | -39.4% | +6.3% | -45.7% | -38.5% |
| 3M | -27.2% | +26.5% | -53.7% | -21.6% |
| 6M | -24.3% | +24.8% | -49.1% | -17.2% |
| YTD | +60.1% | -26.8% | +86.9% | +80.4% |
| 1Y | +21.9% | -38.3% | +60.2% | +45.4% |
| All | +21.9% | -40.0% | +61.8% | +45.4% |
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