+56.4%
UBER vs DOCN
-31.5%
+87.9%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +8.0% | -4.3% | +1.9% |
| 7D | +6.7% | -12.8% | +19.5% | +9.6% |
| 30D | -0.5% | -41.9% | +41.4% | +11.6% |
| 3M | -5.1% | -36.9% | +31.8% | +2.2% |
| 6M | -5.7% | -52.2% | +46.6% | +6.7% |
| YTD | -12.9% | +62.7% | -75.6% | -35.8% |
| 1Y | -22.6% | +58.2% | -80.9% | -42.7% |
| 3Y | +42.2% | +219.5% | -177.3% | -26.6% |
| 5Y | +56.4% | -32.9% | +89.2% | +19.9% |
| All | +56.4% | -31.5% | +87.9% | +19.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling