+876.3%
NVDA vs DOCS
-21.0%
+897.3%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -2.0% | +4.8% | +3.2% |
| 7D | -8.8% | -0.8% | -8.0% | -8.7% |
| 30D | -21.4% | +17.4% | -38.8% | -24.0% |
| 3M | -14.7% | +57.4% | -72.0% | -23.1% |
| 6M | -10.0% | +26.5% | -36.5% | -16.6% |
| YTD | +0.3% | -26.6% | +26.9% | +3.7% |
| 1Y | -0.5% | -48.1% | +47.5% | +10.7% |
| 3Y | +309.2% | +52.6% | +256.5% | +224.7% |
| 5Y | +530.1% | -52.1% | +582.2% | +498.9% |
| All | +876.3% | -21.0% | +897.3% | +850.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCS.
Daily Out/Under-Performance
Portfolio return minus DOCS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCS 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 10y: compounded portfolio wealth divided by compounded DOCS 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…
10y analysis · Full analysis span regression · 6 months rolling