+70.5%
DOCN vs UUUU
+9.9%
+60.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.1% | +1.5% | +2.2% |
| 7D | -19.2% | -13.6% | -5.5% | -15.6% |
| 30D | -43.1% | -35.1% | -8.0% | -35.4% |
| 3M | -40.7% | -48.4% | +7.7% | -28.9% |
| 6M | -55.0% | -71.7% | +16.7% | -37.8% |
| YTD | +50.6% | -54.2% | +104.8% | +73.6% |
| 1Y | +54.0% | -56.0% | +109.9% | +77.6% |
| 3Y | +203.9% | -13.1% | +217.0% | +141.0% |
| 5Y | -29.4% | -35.2% | +5.9% | -45.1% |
| All | +70.5% | +9.9% | +60.6% | +20.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling