+919.8%
NVDA vs DOC
-24.5%
+944.4%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.8% | +2.6% | +1.3% |
| 7D | +5.9% | -1.5% | +7.4% | +6.3% |
| 30D | +5.1% | -4.8% | +9.8% | +6.4% |
| 3M | +5.4% | +6.9% | -1.5% | +2.9% |
| 6M | +26.0% | +20.7% | +5.3% | +18.3% |
| YTD | +23.7% | +34.1% | -10.5% | +12.3% |
| 1Y | +34.4% | +22.6% | +11.7% | +24.7% |
| 3Y | +375.8% | +20.8% | +355.0% | +336.6% |
| All | +919.8% | -24.5% | +944.4% | +1,069.4% |
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