+135.6%
UAL vs DOCS
-53.1%
+188.7%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | +6.3% | +1.6% | +6.8% |
| 7D | +11.9% | +1.2% | +10.7% | +11.7% |
| 30D | +5.2% | +21.3% | -16.1% | +1.6% |
| 3M | -12.7% | +58.4% | -71.1% | -20.7% |
| 6M | +28.5% | +39.3% | -10.8% | +18.3% |
| YTD | +3.5% | -21.7% | +25.2% | +5.8% |
| 1Y | +27.5% | -47.3% | +74.9% | +40.5% |
| 3Y | +208.6% | +58.2% | +150.4% | +160.0% |
| 5Y | +135.6% | -52.3% | +187.9% | +128.7% |
| All | +135.6% | -53.1% | +188.7% | +128.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling