-27.4%
DOCN vs UUUU
-39.3%
+11.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -3.6% | +7.0% | +4.4% |
| 7D | +27.4% | +1.4% | +26.0% | +26.7% |
| 30D | -29.7% | -27.9% | -1.8% | -22.2% |
| 3M | -32.5% | -53.8% | +21.4% | -15.5% |
| 6M | -42.2% | -68.1% | +26.0% | -21.0% |
| YTD | +87.2% | -54.1% | +141.2% | +116.1% |
| 1Y | +86.2% | -57.8% | +144.0% | +118.0% |
| 3Y | +257.4% | -15.4% | +272.9% | +174.4% |
| 5Y | -27.4% | -39.2% | +11.8% | -43.1% |
| All | -27.4% | -39.3% | +11.9% | -43.1% |
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