+783.4%
NVDA vs DOCS
-21.3%
+804.7%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -1.4% | -4.1% | -5.2% |
| 7D | -18.3% | -0.6% | -17.7% | -18.2% |
| 30D | -26.3% | +6.3% | -32.6% | -27.3% |
| 3M | -22.3% | +26.5% | -48.8% | -26.2% |
| 6M | -21.3% | +24.8% | -46.1% | -26.9% |
| YTD | -9.2% | -26.8% | +17.6% | -6.1% |
| 1Y | -14.9% | -38.3% | +23.3% | -8.8% |
| 3Y | +250.5% | +36.0% | +214.4% | +188.2% |
| 5Y | +475.8% | -55.0% | +530.8% | +448.6% |
| All | +783.4% | -21.3% | +804.7% | +760.6% |
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