+44.3%
DOC vs UUUU
-12.0%
+56.3%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.8% | +3.9% | +3.1% |
| 7D | +8.7% | -14.4% | +23.2% | +9.1% |
| 30D | +7.6% | -33.6% | +41.3% | +8.6% |
| 3M | -5.3% | -44.2% | +38.9% | -4.1% |
| 6M | +27.6% | -66.8% | +94.4% | +30.7% |
| YTD | +32.4% | -50.6% | +83.0% | +34.5% |
| 1Y | +22.9% | -57.8% | +80.6% | +25.0% |
| All | +44.3% | -12.0% | +56.3% | +40.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling