+30.8%
UBER vs DOCN
+70.4%
-39.5%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -15.9% | +14.3% | +2.0% |
| 7D | +4.6% | -29.3% | +33.9% | +12.4% |
| 30D | -0.4% | -46.0% | +45.6% | +12.9% |
| 3M | +0.9% | -43.2% | +44.1% | +11.0% |
| 6M | -5.7% | -53.7% | +48.0% | +6.5% |
| YTD | -15.8% | +46.9% | -62.7% | -35.1% |
| 1Y | -25.8% | +54.3% | -80.2% | -43.8% |
| 3Y | +44.0% | +185.5% | -141.5% | -19.0% |
| 5Y | +45.8% | -31.1% | +76.8% | +7.7% |
| All | +30.8% | +70.4% | -39.5% | -20.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling