+39.1%
DOCS vs UUUU
-12.8%
+51.9%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +2.8% | -0.4% | +2.2% |
| 7D | -4.2% | -3.5% | -0.7% | -3.9% |
| 30D | +8.6% | -28.3% | +36.9% | +11.5% |
| 3M | +27.2% | -53.1% | +80.3% | +34.7% |
| 6M | +26.5% | -68.6% | +95.1% | +37.5% |
| YTD | -25.0% | -52.3% | +27.4% | -22.9% |
| 1Y | -37.0% | -55.8% | +18.8% | -34.9% |
| All | +39.1% | -12.8% | +51.9% | +19.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling