+479.4%
NBIS vs DOCS
-22.8%
+502.2%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.9% | +0.4% | -10.3% | -10.0% |
| 7D | -10.5% | +2.6% | -13.1% | -10.8% |
| 30D | -37.7% | +11.4% | -49.1% | -38.4% |
| 3M | -54.6% | +25.4% | -79.9% | -56.0% |
| 6M | -44.1% | +42.5% | -86.6% | -48.2% |
| YTD | +38.4% | -24.7% | +63.1% | +56.0% |
| 1Y | +30.7% | -32.9% | +63.7% | +53.9% |
| All | +479.4% | -22.8% | +502.2% | +636.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling