+2,672.5%
NVDL vs DOCS
-34.5%
+2,707.0%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -7.3% | +3.3% | -2.3% |
| 7D | +7.3% | -7.3% | +14.6% | +9.2% |
| 30D | -0.7% | -10.9% | +10.2% | +1.8% |
| 3M | +9.5% | +20.3% | -10.8% | +2.6% |
| 6M | +41.6% | -3.6% | +45.3% | +37.9% |
| YTD | +23.3% | -44.9% | +68.2% | +40.9% |
| 1Y | +40.3% | -64.9% | +105.2% | +85.2% |
| 3Y | +692.2% | +7.6% | +684.6% | +605.2% |
| All | +2,672.5% | -34.5% | +2,707.0% | +2,940.9% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling