+214.9%
UAL vs DOCS
+57.4%
+157.5%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | +6.3% | +1.6% | +7.0% |
| 7D | +11.9% | +1.2% | +10.7% | +11.7% |
| 30D | +5.2% | +21.3% | -16.1% | +2.2% |
| 3M | -12.7% | +58.4% | -71.1% | -19.3% |
| 6M | +28.5% | +39.3% | -10.8% | +20.3% |
| YTD | +3.5% | -21.7% | +25.2% | +6.3% |
| 1Y | +27.5% | -47.3% | +74.9% | +40.3% |
| All | +214.9% | +57.4% | +157.5% | +189.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCS.
Daily Out/Under-Performance
Portfolio return minus DOCS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCS 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 DOCS 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