+196.4%
DOCN vs URI
+136.1%
+60.3%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.9% | -7.1% | -8.7% | -12.0% |
| 7D | -29.3% | -12.9% | -16.4% | -23.3% |
| 30D | -46.0% | -3.4% | -42.6% | -44.5% |
| 3M | -43.2% | -10.0% | -33.2% | -39.6% |
| 6M | -53.7% | +12.2% | -65.9% | -56.7% |
| YTD | +46.9% | +29.8% | +17.2% | +21.9% |
| 1Y | +54.3% | +24.6% | +29.7% | +31.5% |
| All | +196.4% | +136.1% | +60.3% | +63.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling