+54.0%
DOCN vs USAR
-51.6%
+105.5%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +10.8% | -8.3% | -1.2% |
| 7D | -19.2% | -14.5% | -4.7% | -14.8% |
| 30D | -43.1% | -37.8% | -5.2% | -33.5% |
| 3M | -40.7% | -52.8% | +12.1% | -25.3% |
| 6M | -55.0% | -71.2% | +16.3% | -36.6% |
| YTD | +50.6% | -30.9% | +81.5% | +80.8% |
| 1Y | +54.0% | -48.0% | +102.0% | +89.3% |
| All | +54.0% | -51.6% | +105.5% | +89.3% |
Cumulative growth
Daily Returns
Daily percentage return beside USAR.
Daily Out/Under-Performance
Portfolio return minus USAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USAR 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 USAR 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