-52.6%
NVTS vs DOCS
-52.6%
0.0%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -0.1% | -5.0% | -5.0% |
| 7D | +21.6% | +0.1% | +21.6% | +21.6% |
| 30D | -8.5% | +8.7% | -17.2% | -10.8% |
| 3M | -31.4% | +32.9% | -64.2% | -38.6% |
| 6M | -50.3% | +25.5% | -75.9% | -56.8% |
| YTD | +33.9% | -25.0% | +58.9% | +40.9% |
| 1Y | +10.6% | -34.9% | +45.5% | +23.0% |
| 3Y | +52.7% | +39.3% | +13.4% | +0.5% |
| All | -52.6% | -52.6% | 0.0% | -52.6% |
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 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