+49.5%
UBER vs DOCN
-32.3%
+81.7%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.5% | -2.8% | -0.9% |
| 7D | +5.1% | -19.2% | +24.3% | +9.9% |
| 30D | +0.2% | -43.1% | +43.3% | +12.7% |
| 3M | -2.7% | -40.7% | +38.0% | +6.4% |
| 6M | -13.4% | -55.0% | +41.6% | -0.9% |
| YTD | -16.1% | +50.6% | -66.7% | -37.0% |
| 1Y | -25.5% | +54.0% | -79.5% | -44.7% |
| 3Y | +42.5% | +203.9% | -161.4% | -25.9% |
| All | +49.5% | -32.3% | +81.7% | +14.8% |
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