-24.1%
NU vs DOC
+21.8%
-45.9%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +3.1% | +0.2% | +2.8% |
| 7D | +0.2% | +8.7% | -8.6% | -0.9% |
| 30D | -21.0% | +7.6% | -28.7% | -21.8% |
| 3M | -16.3% | -5.3% | -11.1% | -15.5% |
| 6M | -15.3% | +27.6% | -42.9% | -18.7% |
| YTD | -28.4% | +32.4% | -60.8% | -33.4% |
| 1Y | -24.1% | +22.9% | -47.0% | -25.6% |
| All | -24.1% | +21.8% | -45.9% | -25.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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