+501.9%
NBIS vs DOCS
-23.2%
+525.1%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.9% | -4.3% | -10.6% | -14.4% |
| 7D | -30.0% | -1.3% | -28.7% | -29.8% |
| 30D | -51.8% | +19.4% | -71.2% | -52.8% |
| 3M | -45.0% | +53.4% | -98.4% | -49.0% |
| 6M | -31.6% | +28.8% | -60.3% | -35.4% |
| YTD | +43.8% | -25.1% | +68.9% | +62.1% |
| 1Y | +2.9% | -48.1% | +51.0% | +34.0% |
| All | +501.9% | -23.2% | +525.1% | +665.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling