+97.7%
DOCN vs UAL
+108.0%
-10.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | +8.0% | -15.1% | -11.2% |
| 7D | -20.0% | +11.9% | -32.0% | -25.0% |
| 30D | -38.8% | +5.2% | -44.0% | -40.5% |
| 3M | -34.8% | -12.7% | -22.1% | -30.8% |
| 6M | -22.8% | +28.5% | -51.3% | -33.9% |
| YTD | +74.6% | +3.5% | +71.1% | +63.3% |
| 1Y | +116.4% | +27.5% | +88.9% | +80.8% |
| 3Y | +239.3% | +208.6% | +30.7% | +65.7% |
| 5Y | -20.2% | +135.6% | -155.8% | -59.3% |
| All | +97.7% | +108.0% | -10.3% | +0.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling