+47.9%
NEM vs DOCS
-49.1%
+97.0%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.0% | +3.0% | +1.1% |
| 7D | +13.4% | -0.8% | +14.2% | +13.4% |
| 30D | +6.5% | +17.4% | -10.9% | +6.2% |
| 3M | +14.9% | +57.4% | -42.4% | +13.3% |
| 6M | +5.5% | +26.5% | -21.0% | +3.7% |
| YTD | +21.9% | -26.6% | +48.5% | +24.5% |
| 1Y | +47.9% | -48.1% | +95.9% | +54.1% |
| All | +47.9% | -49.1% | +97.0% | +54.1% |
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