+54.3%
DOCN vs URI
+23.7%
+30.6%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.9% | -7.1% | -8.7% | -13.4% |
| 7D | -29.3% | -12.9% | -16.4% | -25.8% |
| 30D | -46.0% | -3.4% | -42.6% | -44.9% |
| 3M | -43.2% | -10.0% | -33.2% | -41.2% |
| 6M | -53.7% | +12.2% | -65.9% | -54.3% |
| YTD | +46.9% | +29.8% | +17.2% | +37.6% |
| 1Y | +54.3% | +24.6% | +29.7% | +50.1% |
| All | +54.3% | +23.7% | +30.6% | +50.1% |
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