+19.7%
NU vs DOCS
-46.3%
+65.9%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +1.1% | +1.6% | +2.4% |
| 7D | +6.4% | 0.0% | +6.4% | +6.3% |
| 30D | -23.3% | +7.8% | -31.1% | -25.0% |
| 3M | -10.7% | +20.0% | -30.7% | -16.0% |
| 6M | -10.4% | +26.5% | -37.0% | -19.8% |
| YTD | -26.2% | -25.8% | -0.4% | -22.5% |
| 1Y | -22.1% | -39.5% | +17.3% | -12.6% |
| 3Y | +49.6% | +60.3% | -10.7% | -4.2% |
| All | +19.7% | -46.3% | +65.9% | +8.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling