-46.5%
NVO vs DOCS
+9.5%
-56.0%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.8% | +0.9% | -1.7% |
| 7D | +2.2% | -1.4% | +3.6% | +2.3% |
| 30D | +6.0% | +21.8% | -15.8% | +3.4% |
| 3M | +7.9% | +27.3% | -19.4% | +4.8% |
| 6M | +27.1% | -0.3% | +27.4% | +25.7% |
| YTD | -3.8% | -40.5% | +36.7% | -0.6% |
| 1Y | -12.8% | -61.5% | +48.7% | -6.5% |
| All | -46.5% | +9.5% | -56.0% | -47.9% |
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