-55.5%
NVO vs DOCS
+38.9%
-94.4%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.5% | -1.5% | +0.7% |
| 7D | -2.6% | -4.2% | +1.6% | -2.2% |
| 30D | +6.5% | +8.6% | -2.1% | +5.6% |
| 3M | -11.8% | +27.2% | -39.0% | -14.0% |
| 6M | -10.3% | +26.5% | -36.8% | -13.3% |
| YTD | -15.2% | -25.0% | +9.8% | -14.3% |
| 1Y | -12.2% | -37.0% | +24.8% | -10.0% |
| All | -55.5% | +38.9% | -94.4% | -56.0% |
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