+31.5%
UBER vs DOCN
+117.0%
-85.6%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +3.4% | -5.6% | -3.0% |
| 7D | +0.5% | +27.4% | -26.9% | -5.0% |
| 30D | -3.1% | -29.7% | +26.7% | +3.5% |
| 3M | -8.3% | -32.5% | +24.2% | -2.6% |
| 6M | -9.5% | -42.2% | +32.7% | -2.7% |
| YTD | -15.4% | +87.2% | -102.6% | -38.3% |
| 1Y | -26.1% | +86.2% | -112.3% | -46.2% |
| 3Y | +34.0% | +257.4% | -223.4% | -28.1% |
| 5Y | +53.2% | -27.4% | +80.6% | +10.0% |
| All | +31.5% | +117.0% | -85.6% | -24.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCN.
Daily Out/Under-Performance
Portfolio return minus DOCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCN 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 10y: compounded portfolio wealth divided by compounded DOCN 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…
10y analysis · Full analysis span regression · 6 months rolling