+164.6%
DOCN vs URA
+197.9%
-33.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.8% | +2.0% | +2.4% |
| 7D | +1.1% | +1.1% | +0.1% | +0.5% |
| 30D | -9.6% | +7.4% | -17.0% | -13.4% |
| 3M | -37.7% | -8.4% | -29.3% | -34.7% |
| 6M | +115.2% | -12.7% | +127.9% | +127.3% |
| YTD | +133.7% | +7.8% | +125.9% | +113.8% |
| 1Y | +250.2% | +19.5% | +230.7% | +194.8% |
| 3Y | +320.3% | +116.4% | +203.9% | +125.9% |
| 5Y | +53.1% | +134.3% | -81.2% | -20.9% |
| All | +164.6% | +197.9% | -33.3% | +24.0% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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