-10.8%
NVTS vs DOCS
-47.4%
+36.6%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +6.3% | +2.6% | +8.8% |
| 7D | -0.3% | +1.2% | -1.5% | -0.4% |
| 30D | -24.4% | +21.3% | -45.7% | -24.7% |
| 3M | -26.5% | +58.4% | -84.9% | -28.1% |
| 6M | -41.4% | +39.3% | -80.7% | -42.2% |
| YTD | +30.7% | -21.7% | +52.4% | +46.9% |
| 1Y | -10.8% | -47.3% | +36.5% | +21.1% |
| All | -10.8% | -47.4% | +36.6% | +21.1% |
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 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