-26.9%
NU vs DOCS
-37.2%
+10.4%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.1% | -3.9% | -4.0% |
| 7D | +0.8% | +0.1% | +0.7% | +0.8% |
| 30D | -24.1% | +8.7% | -32.7% | -24.4% |
| 3M | -12.8% | +32.9% | -45.6% | -14.1% |
| 6M | -10.9% | +25.5% | -36.4% | -10.9% |
| YTD | -29.3% | -25.0% | -4.3% | -18.8% |
| 1Y | -26.9% | -34.9% | +8.0% | -10.3% |
| All | -26.9% | -37.2% | +10.4% | -10.3% |
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