+44.8%
NU vs DOC
+44.2%
+0.6%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.7% | +1.8% | +2.3% |
| 7D | +3.6% | +6.5% | -2.8% | +1.9% |
| 30D | -22.8% | +9.2% | -31.9% | -24.7% |
| 3M | -14.8% | -2.5% | -12.3% | -14.2% |
| 6M | -16.9% | +7.1% | -24.0% | -18.8% |
| YTD | -28.1% | +33.0% | -61.1% | -35.1% |
| 1Y | -24.5% | +23.3% | -47.8% | -29.8% |
| 3Y | +44.8% | +44.9% | -0.2% | +28.7% |
| All | +44.8% | +44.2% | +0.6% | +28.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling