+1,377.5%
NVDL vs DOCS
-13.0%
+1,390.5%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.9% | -1.4% | -9.5% | -10.6% |
| 7D | -34.5% | -0.6% | -33.9% | -34.4% |
| 30D | -47.7% | +6.3% | -54.0% | -48.4% |
| 3M | -43.9% | +26.5% | -70.4% | -47.2% |
| 6M | -46.4% | +24.8% | -71.2% | -50.8% |
| YTD | -34.3% | -26.8% | -7.5% | -30.0% |
| 1Y | -44.0% | -38.3% | -5.7% | -37.1% |
| 3Y | +295.7% | +36.0% | +259.6% | +238.2% |
| All | +1,377.5% | -13.0% | +1,390.5% | +1,411.4% |
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