+1,323.1%
NVDL vs DOCS
-10.9%
+1,334.0%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.0% | -0.1% | -8.9% | -9.0% |
| 7D | -17.5% | +0.1% | -17.5% | -17.5% |
| 30D | -49.2% | +8.7% | -57.9% | -50.2% |
| 3M | -49.0% | +32.9% | -81.8% | -52.5% |
| 6M | -50.9% | +25.5% | -76.4% | -55.0% |
| YTD | -36.7% | -25.0% | -11.7% | -32.9% |
| 1Y | -43.0% | -34.9% | -8.1% | -37.0% |
| 3Y | +281.1% | +39.3% | +241.8% | +224.1% |
| All | +1,323.1% | -10.9% | +1,334.0% | +1,348.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling