-37.2%
NVDL vs DOC
+23.5%
-60.7%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.7% | +1.8% | -10.5% | -8.9% |
| 7D | -23.4% | +5.9% | -29.2% | -23.8% |
| 30D | -41.3% | +10.3% | -51.6% | -42.0% |
| 3M | -40.6% | -2.2% | -38.4% | -39.8% |
| 6M | -39.8% | +8.2% | -48.0% | -41.7% |
| YTD | -26.2% | +35.4% | -61.6% | -28.9% |
| All | -37.2% | +23.5% | -60.7% | -42.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling