-37.1%
DOCS vs UUUU
+5.1%
-42.2%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.3% | +1.8% | +0.7% |
| 7D | +2.6% | -1.1% | +3.6% | +2.6% |
| 30D | +11.4% | -21.0% | +32.4% | +16.5% |
| 3M | +25.4% | -54.8% | +80.2% | +45.3% |
| 6M | +42.5% | -67.3% | +109.9% | +74.6% |
| YTD | -24.7% | -54.7% | +30.0% | -18.9% |
| 1Y | -32.9% | -57.4% | +24.5% | -27.4% |
| 3Y | +39.6% | -19.6% | +59.2% | +9.3% |
| 5Y | -54.6% | -40.0% | -14.6% | -66.4% |
| All | -37.1% | +5.1% | -42.2% | -61.2% |
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