+31.8%
NVD vs DOC
-7.1%
+38.9%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3mo.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.7% | -0.2% | +18.9% | +18.8% |
| 7D | +33.7% | +6.2% | +27.5% | +29.4% |
| 30D | +65.8% | +6.5% | +59.3% | +58.6% |
| 3M | +31.8% | -6.2% | +38.0% | +24.0% |
| All | +31.8% | -7.1% | +38.9% | +24.0% |
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 3mo: 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…
3mo analysis · Full analysis span regression · Available span rolling