-22.2%
DOC vs UUUU
-35.4%
+13.2%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -8.2% | +8.0% | +0.2% |
| 7D | +6.2% | -19.9% | +26.2% | +7.5% |
| 30D | +6.5% | -41.5% | +47.9% | +9.6% |
| 3M | -6.2% | -47.0% | +40.8% | -3.1% |
| 6M | +25.6% | -68.7% | +94.3% | +33.5% |
| YTD | +32.1% | -54.7% | +86.8% | +35.8% |
| 1Y | +20.3% | -59.3% | +79.6% | +24.2% |
| 3Y | +42.7% | -17.0% | +59.7% | +34.0% |
| 5Y | -22.2% | -35.9% | +13.7% | -27.5% |
| All | -22.2% | -35.4% | +13.2% | -27.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling