+513.1%
NVDA vs DOC
-22.1%
+535.1%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -0.2% | -9.0% | -9.2% |
| 7D | -15.0% | +6.2% | -21.2% | -16.4% |
| 30D | -24.1% | +6.5% | -30.6% | -25.5% |
| 3M | -17.1% | -6.2% | -10.8% | -15.8% |
| 6M | -7.4% | +25.6% | -33.0% | -14.4% |
| YTD | -2.4% | +32.1% | -34.5% | -11.4% |
| 1Y | -6.7% | +20.3% | -27.0% | -13.0% |
| 3Y | +304.7% | +42.7% | +262.0% | +231.3% |
| 5Y | +513.1% | -22.2% | +535.2% | +670.0% |
| All | +513.1% | -22.1% | +535.1% | +670.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling