-38.8%
DOCS vs UUUU
+7.5%
-46.3%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -7.8% | +6.4% | +0.2% |
| 7D | -0.6% | -6.9% | +6.4% | +0.7% |
| 30D | +6.3% | -32.3% | +38.6% | +14.6% |
| 3M | +26.5% | -52.8% | +79.3% | +45.4% |
| 6M | +24.8% | -68.5% | +93.3% | +54.1% |
| YTD | -26.8% | -53.6% | +26.9% | -21.5% |
| 1Y | -38.3% | -59.1% | +20.8% | -32.4% |
| 3Y | +36.0% | -14.7% | +50.7% | +4.6% |
| 5Y | -55.0% | -35.4% | -19.5% | -67.1% |
| All | -38.8% | +7.5% | -46.3% | -62.5% |
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