-24.6%
NU vs DOCS
-40.0%
+15.4%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.4% | -0.9% | -2.2% |
| 7D | +4.0% | -0.6% | +4.6% | +4.1% |
| 30D | -25.1% | +6.3% | -31.4% | -25.3% |
| 3M | -12.8% | +26.5% | -39.3% | -13.9% |
| 6M | -12.5% | +24.8% | -37.3% | -12.6% |
| YTD | -27.8% | -26.8% | -1.1% | -16.7% |
| 1Y | -24.6% | -38.3% | +13.7% | -5.4% |
| All | -24.6% | -40.0% | +15.4% | -5.4% |
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 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