-9.0%
NVD vs DOC
+21.6%
-30.6%
-61.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -0.2% | +4.1% | +3.9% |
| 7D | +28.6% | -0.9% | +29.5% | +28.5% |
| 30D | +73.6% | +7.7% | +65.9% | +75.0% |
| 3M | +70.1% | -2.0% | +72.1% | +68.0% |
| 6M | +53.6% | +5.9% | +47.7% | +57.1% |
| YTD | -7.0% | +31.8% | -38.8% | -3.5% |
| 1Y | -9.0% | +22.5% | -31.5% | -0.9% |
| All | -9.0% | +21.6% | -30.6% | -0.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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