+31.4%
NVTS vs DOCS
+50.6%
-19.2%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.8% | -4.3% | -11.5% | -15.0% |
| 7D | -14.6% | -1.3% | -13.2% | -14.2% |
| 30D | -34.3% | +19.4% | -53.7% | -36.2% |
| 3M | -36.4% | +53.4% | -89.8% | -41.6% |
| 6M | -55.2% | +28.8% | -84.0% | -58.2% |
| YTD | +10.1% | -25.1% | +35.2% | +16.1% |
| 1Y | -20.3% | -48.1% | +27.9% | -7.5% |
| All | +31.4% | +50.6% | -19.2% | +10.7% |
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