-24.1%
NU vs DOCS
-47.4%
+23.3%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +6.3% | -3.1% | +2.9% |
| 7D | +0.2% | +1.2% | -1.1% | +0.1% |
| 30D | -21.0% | +21.3% | -42.3% | -21.8% |
| 3M | -16.3% | +58.4% | -74.7% | -18.5% |
| 6M | -15.3% | +39.3% | -54.6% | -16.4% |
| YTD | -28.4% | -21.7% | -6.7% | -20.5% |
| 1Y | -24.1% | -47.3% | +23.2% | -6.3% |
| All | -24.1% | -47.4% | +23.3% | -6.3% |
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 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