+250.2%
DOCN vs URI
+7.3%
+242.9%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.6% | +1.2% | +2.4% |
| 7D | +1.1% | -2.0% | +3.1% | +1.6% |
| 30D | -9.6% | -12.9% | +3.3% | -6.6% |
| 3M | -37.7% | -6.7% | -31.0% | -36.6% |
| 6M | +115.2% | +19.0% | +96.2% | +103.7% |
| YTD | +133.7% | +25.5% | +108.2% | +115.8% |
| 1Y | +250.2% | +5.5% | +244.6% | +253.7% |
| All | +250.2% | +7.3% | +242.9% | +253.7% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 URI 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