-37.4%
DOCS vs UUUU
-55.4%
+17.9%
-65.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +9.8% | -8.7% | +0.5% |
| 7D | 0.0% | -1.1% | +1.1% | 0.0% |
| 30D | +7.8% | -26.6% | +34.4% | +9.3% |
| 3M | +20.0% | -48.3% | +68.3% | +23.4% |
| 6M | +26.5% | -65.8% | +92.3% | +31.3% |
| YTD | -25.8% | -49.7% | +24.0% | -25.7% |
| All | -37.4% | -55.4% | +17.9% | -36.6% |
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