-32.9%
DOCS vs UUUU
-58.2%
+25.3%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.3% | +1.8% | +0.5% |
| 7D | +2.6% | -1.1% | +3.6% | +2.6% |
| 30D | +11.4% | -21.0% | +32.4% | +12.8% |
| 3M | +25.4% | -54.8% | +80.2% | +30.1% |
| 6M | +42.5% | -67.3% | +109.9% | +48.6% |
| YTD | -24.7% | -54.7% | +30.0% | -24.2% |
| 1Y | -32.9% | -57.4% | +24.5% | -32.3% |
| All | -32.9% | -58.2% | +25.3% | -32.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling