-24.5%
NU vs DOCS
-49.1%
+24.6%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -2.0% | +4.5% | +2.6% |
| 7D | +3.6% | -0.8% | +4.4% | +3.7% |
| 30D | -22.8% | +17.4% | -40.2% | -23.4% |
| 3M | -14.8% | +57.4% | -72.2% | -17.2% |
| 6M | -16.9% | +26.5% | -43.5% | -17.3% |
| YTD | -28.1% | -26.6% | -1.6% | -19.7% |
| 1Y | -24.5% | -48.1% | +23.5% | -5.9% |
| All | -24.5% | -49.1% | +24.6% | -5.9% |
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