+85.0%
UBER vs DOCN
+54.1%
+30.9%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.8% | -3.1% | -0.9% |
| 7D | -3.9% | +1.1% | -5.0% | -4.2% |
| 30D | +11.1% | -9.6% | +20.8% | +12.8% |
| 3M | +4.9% | -37.7% | +42.6% | +15.0% |
| 6M | -1.2% | +115.2% | -116.4% | -27.5% |
| YTD | -7.3% | +133.7% | -141.0% | -34.9% |
| 1Y | -17.6% | +250.2% | -267.8% | -50.2% |
| 3Y | +61.1% | +320.3% | -259.2% | -17.6% |
| All | +85.0% | +54.1% | +30.9% | +20.5% |
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