-2.5%
NVTS vs DOCS
-49.1%
+46.6%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.5% | -2.0% | +11.6% | +9.6% |
| 7D | +1.5% | -0.8% | +2.3% | +1.7% |
| 30D | -23.8% | +17.4% | -41.2% | -23.7% |
| 3M | -30.6% | +57.4% | -87.9% | -31.2% |
| 6M | -48.4% | +26.5% | -74.9% | -48.6% |
| YTD | +20.6% | -26.6% | +47.2% | +34.5% |
| 1Y | -2.5% | -48.1% | +45.5% | +23.6% |
| All | -2.5% | -49.1% | +46.6% | +23.6% |
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