+14.5%
DOC vs UUUU
+404.5%
-390.1%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.1% | -0.4% | +0.6% |
| 7D | +6.5% | -13.6% | +20.1% | +7.5% |
| 30D | +9.2% | -35.1% | +44.2% | +12.2% |
| 3M | -2.5% | -48.4% | +45.9% | +1.5% |
| 6M | +7.1% | -71.7% | +78.8% | +15.6% |
| YTD | +33.0% | -54.2% | +87.2% | +37.3% |
| 1Y | +23.3% | -56.0% | +79.2% | +27.2% |
| 3Y | +44.9% | -13.1% | +58.0% | +36.2% |
| 5Y | -21.6% | -35.2% | +13.6% | -27.1% |
| All | +14.5% | +404.5% | -390.1% | -11.1% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 10y: compounded portfolio wealth divided by compounded UUUU 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…
10y analysis · Full analysis span regression · 6 months rolling