+97.7%
DOCN vs URI
+277.8%
-180.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | -4.4% | -2.8% | -4.5% |
| 7D | -20.0% | -4.3% | -15.7% | -17.7% |
| 30D | -38.8% | +4.6% | -43.4% | -40.3% |
| 3M | -34.8% | -2.1% | -32.7% | -34.0% |
| 6M | -22.8% | +21.9% | -44.7% | -32.8% |
| YTD | +74.6% | +39.7% | +34.9% | +32.8% |
| 1Y | +116.4% | +32.9% | +83.6% | +70.2% |
| 3Y | +239.3% | +155.8% | +83.5% | +60.5% |
| 5Y | -20.2% | +202.4% | -222.7% | -70.3% |
| All | +97.7% | +277.8% | -180.1% | -29.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling