+1.0%
NVDA vs DOC
+21.8%
-20.9%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +3.1% | -6.3% | -3.3% |
| 7D | -7.1% | +8.7% | -15.8% | -7.6% |
| 30D | -16.2% | +7.6% | -23.9% | -16.6% |
| 3M | -5.5% | -5.3% | -0.2% | -4.6% |
| 6M | +1.1% | +27.6% | -26.5% | -4.0% |
| YTD | +7.6% | +32.4% | -24.8% | +5.4% |
| 1Y | +1.0% | +22.9% | -21.9% | -2.9% |
| All | +1.0% | +21.8% | -20.9% | -2.9% |
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