+28.0%
NU vs DOCS
-45.5%
+73.5%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.7% | +0.4% | +11.3% | +11.6% |
| 7D | +9.9% | +2.6% | +7.3% | +9.1% |
| 30D | -11.5% | +11.4% | -22.9% | -14.2% |
| 3M | -5.1% | +25.4% | -30.5% | -11.7% |
| 6M | +3.1% | +42.5% | -39.4% | -10.9% |
| YTD | -21.0% | -24.7% | +3.7% | -17.4% |
| 1Y | -15.2% | -32.9% | +17.7% | -8.0% |
| 3Y | +56.4% | +39.6% | +16.8% | +8.2% |
| All | +28.0% | -45.5% | +73.5% | +15.5% |
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