-44.0%
NVDL vs DOCS
-40.0%
-4.1%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.9% | -1.4% | -9.5% | -11.0% |
| 7D | -34.5% | -0.6% | -33.9% | -34.4% |
| 30D | -47.7% | +6.3% | -54.0% | -47.4% |
| 3M | -43.9% | +26.5% | -70.4% | -42.7% |
| 6M | -46.4% | +24.8% | -71.2% | -44.9% |
| YTD | -34.3% | -26.8% | -7.5% | -35.1% |
| 1Y | -44.0% | -38.3% | -5.7% | -44.5% |
| All | -44.0% | -40.0% | -4.1% | -44.5% |
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