-42.8%
NVTS vs DOCS
-51.8%
+9.1%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.5% | -2.0% | +11.6% | +10.2% |
| 7D | +1.5% | -0.8% | +2.3% | +2.1% |
| 30D | -23.8% | +17.4% | -41.2% | -27.9% |
| 3M | -30.6% | +57.4% | -87.9% | -42.1% |
| 6M | -48.4% | +26.5% | -74.9% | -55.2% |
| YTD | +20.6% | -26.6% | +47.2% | +27.7% |
| 1Y | -2.5% | -48.1% | +45.5% | +18.8% |
| 3Y | +44.0% | +52.6% | -8.6% | -9.9% |
| All | -42.8% | -51.8% | +9.1% | -42.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling