-12.6%
NVO vs DOCS
-65.1%
+52.5%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -7.3% | +4.2% | -2.2% |
| 7D | +0.1% | -7.3% | +7.4% | +1.0% |
| 30D | -3.2% | -10.9% | +7.7% | -2.0% |
| 3M | +11.5% | +20.3% | -8.8% | +8.0% |
| 6M | +22.9% | -3.6% | +26.5% | +21.9% |
| YTD | -6.8% | -44.9% | +38.0% | +0.2% |
| 1Y | -12.6% | -64.9% | +52.2% | +3.6% |
| All | -12.6% | -65.1% | +52.5% | +3.6% |
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