+324.3%
DOCN vs UUUU
+94.2%
+230.0%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.8% | +2.0% | +2.7% |
| 7D | +1.1% | -1.4% | +2.5% | +1.4% |
| 30D | -9.6% | +16.3% | -26.0% | -12.0% |
| 3M | -37.7% | -16.7% | -21.0% | -36.5% |
| 6M | +115.2% | -33.7% | +148.9% | +122.9% |
| YTD | +133.7% | -0.5% | +134.2% | +124.4% |
| 1Y | +250.2% | +28.9% | +221.3% | +210.9% |
| All | +324.3% | +94.2% | +230.0% | +216.9% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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