+60.1%
DOCN vs UAL
+142.0%
-82.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +2.5% | +0.3% | +1.5% |
| 7D | +1.1% | +0.7% | +0.4% | +0.6% |
| 30D | -9.6% | -16.1% | +6.5% | -1.3% |
| 3M | -37.7% | +6.1% | -43.8% | -40.8% |
| 6M | +115.2% | +10.8% | +104.4% | +96.0% |
| YTD | +133.7% | -0.4% | +134.1% | +123.2% |
| 1Y | +250.2% | +5.0% | +245.1% | +222.8% |
| 3Y | +320.3% | +124.0% | +196.3% | +134.1% |
| All | +60.1% | +142.0% | -82.0% | -24.8% |
Cumulative growth
Daily Returns
Daily percentage return beside UAL.
Daily Out/Under-Performance
Portfolio return minus UAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UAL 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 UAL 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