+427.9%
NVDL vs DOCS
+47.6%
+380.3%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -2.0% | +7.4% | +5.7% |
| 7D | -18.2% | -0.8% | -17.4% | -18.0% |
| 30D | -40.1% | +17.4% | -57.5% | -41.8% |
| 3M | -31.9% | +57.4% | -89.3% | -37.8% |
| 6M | -29.3% | +26.5% | -55.8% | -33.6% |
| YTD | -19.2% | -26.6% | +7.4% | -14.0% |
| 1Y | -23.3% | -48.1% | +24.8% | -10.7% |
| 3Y | +427.9% | +52.6% | +375.2% | +463.4% |
| All | +427.9% | +47.6% | +380.3% | +463.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling