+8.9%
DOCS vs UUUU
+94.2%
-85.3%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.8% | -3.6% | -2.8% |
| 7D | -1.4% | -1.4% | -0.1% | -1.3% |
| 30D | +21.8% | +16.3% | +5.5% | +20.2% |
| 3M | +27.3% | -16.7% | +44.0% | +28.3% |
| 6M | -0.3% | -33.7% | +33.3% | +1.7% |
| YTD | -40.5% | -0.5% | -40.0% | -42.2% |
| 1Y | -61.5% | +28.9% | -90.4% | -64.8% |
| All | +8.9% | +94.2% | -85.3% | -10.9% |
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