-38.7%
DOCS vs UUUU
+6.2%
-44.9%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.1% | -3.1% | -2.2% |
| 7D | -0.8% | -13.6% | +12.9% | +2.2% |
| 30D | +17.4% | -35.1% | +52.5% | +27.7% |
| 3M | +57.4% | -48.4% | +105.7% | +78.3% |
| 6M | +26.5% | -71.7% | +98.2% | +59.9% |
| YTD | -26.6% | -54.2% | +27.6% | -21.0% |
| 1Y | -48.1% | -56.0% | +7.9% | -44.3% |
| 3Y | +52.6% | -13.1% | +65.7% | +16.3% |
| 5Y | -52.1% | -35.2% | -16.9% | -64.9% |
| All | -38.7% | +6.2% | -44.9% | -62.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling