+99.3%
DOCN vs USAR
-52.0%
+151.3%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -2.4% | +5.7% | +4.1% |
| 7D | +27.4% | +8.8% | +18.6% | +23.4% |
| 30D | -29.7% | -28.5% | -1.3% | -21.6% |
| 3M | -32.5% | -56.2% | +23.7% | -13.2% |
| 6M | -42.2% | -68.4% | +26.3% | -20.8% |
| YTD | +87.2% | -32.2% | +119.4% | +131.7% |
| All | +99.3% | -52.0% | +151.3% | +150.5% |
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