+60.1%
DOCN vs UUUU
+126.1%
-66.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.8% | +2.0% | +2.6% |
| 7D | +1.1% | -1.4% | +2.5% | +1.5% |
| 30D | -9.6% | +16.3% | -26.0% | -13.9% |
| 3M | -37.7% | -16.7% | -21.0% | -35.1% |
| 6M | +115.2% | -33.7% | +148.9% | +132.7% |
| YTD | +133.7% | -0.5% | +134.2% | +115.3% |
| 1Y | +250.2% | +28.9% | +221.3% | +177.6% |
| 3Y | +320.3% | +99.9% | +220.4% | +144.9% |
| All | +60.1% | +126.1% | -66.0% | -15.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling