+49.8%
NVTS vs DOCS
+32.7%
+17.2%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.4% | -0.7% | -1.9% |
| 7D | +9.6% | -0.6% | +10.1% | +9.9% |
| 30D | -13.0% | +6.3% | -19.3% | -13.6% |
| 3M | -28.8% | +26.5% | -55.3% | -31.7% |
| 6M | -48.5% | +24.8% | -73.2% | -51.4% |
| YTD | +31.4% | -26.8% | +58.2% | +38.9% |
| 1Y | -2.3% | -38.3% | +36.0% | +7.6% |
| 3Y | +49.8% | +36.0% | +13.8% | +42.8% |
| All | +49.8% | +32.7% | +17.2% | +42.8% |
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