-20.1%
NVDL vs DOCS
-47.4%
+27.4%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | +6.3% | -12.4% | -5.6% |
| 7D | -14.0% | +1.2% | -15.3% | -13.9% |
| 30D | -31.2% | +21.3% | -52.5% | -30.0% |
| 3M | -15.5% | +58.4% | -73.9% | -12.4% |
| 6M | -10.3% | +39.3% | -49.6% | -7.0% |
| YTD | -5.8% | -21.7% | +15.9% | -7.2% |
| 1Y | -20.1% | -47.3% | +27.2% | -23.1% |
| All | -20.1% | -47.4% | +27.4% | -23.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling