+59.8%
UBER vs DOCN
-29.3%
+89.1%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -4.2% | +5.0% | +1.8% |
| 7D | +1.6% | +19.1% | -17.5% | -2.6% |
| 30D | +0.6% | -21.0% | +21.6% | +4.9% |
| 3M | -8.2% | -34.7% | +26.6% | -1.6% |
| 6M | -6.7% | -45.8% | +39.1% | +2.2% |
| YTD | -14.7% | +79.4% | -94.1% | -38.6% |
| 1Y | -24.1% | +91.0% | -115.1% | -46.5% |
| 3Y | +33.4% | +237.5% | -204.0% | -31.5% |
| All | +59.8% | -29.3% | +89.1% | +17.6% |
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