+74.3%
DOCN vs UL
-2.4%
+76.7%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | -1.0% | +10.6% | +8.6% |
| 7D | +3.7% | -1.7% | +5.4% | +2.3% |
| 30D | -33.7% | +4.5% | -38.2% | -29.8% |
| 3M | -27.9% | +5.5% | -33.4% | -22.5% |
| 6M | -46.4% | +17.0% | -63.4% | -37.2% |
| YTD | +81.1% | +3.2% | +77.9% | +105.7% |
| 1Y | +74.3% | -1.9% | +76.2% | +96.5% |
| All | +74.3% | -2.4% | +76.7% | +96.5% |
Cumulative growth
Daily Returns
Daily percentage return beside UL.
Daily Out/Under-Performance
Portfolio return minus UL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UL 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 1y: compounded portfolio wealth divided by compounded UL 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…
1y analysis · Full analysis span regression · 6 months rolling