+13.6%
NU vs DOCS
-45.8%
+59.4%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -4.3% | +2.2% | -0.9% |
| 7D | -2.6% | -1.3% | -1.2% | -2.2% |
| 30D | -25.0% | +19.4% | -44.4% | -28.8% |
| 3M | -18.9% | +53.4% | -72.3% | -30.3% |
| 6M | -17.6% | +28.8% | -46.4% | -26.6% |
| YTD | -29.9% | -25.1% | -4.8% | -26.5% |
| 1Y | -27.4% | -48.1% | +20.8% | -14.5% |
| 3Y | +38.4% | +51.4% | -12.9% | -8.6% |
| All | +13.6% | -45.8% | +59.4% | +2.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling