+919.8%
NVDA vs DOCS
-73.4%
+993.2%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.8% | +3.6% | +1.4% |
| 7D | +5.9% | -1.4% | +7.3% | +6.2% |
| 30D | +5.1% | +21.8% | -16.7% | -0.8% |
| 3M | +5.4% | +27.3% | -21.9% | -2.0% |
| 6M | +26.0% | -0.3% | +26.3% | +22.1% |
| YTD | +23.7% | -40.5% | +64.2% | +35.2% |
| 1Y | +34.4% | -61.5% | +95.9% | +63.7% |
| 3Y | +375.8% | +8.2% | +367.6% | +291.6% |
| All | +919.8% | -73.4% | +993.2% | +1,009.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling