+607.2%
NBIS vs DOCS
-23.9%
+631.2%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +1.1% | +8.1% | +9.1% |
| 7D | 0.0% | 0.0% | 0.0% | +0.1% |
| 30D | -36.0% | +7.8% | -43.8% | -36.5% |
| 3M | -24.7% | +20.0% | -44.7% | -26.7% |
| 6M | -20.1% | +26.5% | -46.6% | -24.3% |
| YTD | +69.0% | -25.8% | +94.8% | +90.7% |
| 1Y | +27.1% | -39.5% | +66.6% | +55.6% |
| All | +607.2% | -23.9% | +631.2% | +800.2% |
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