+44.1%
UBER vs DOCN
+171.0%
-126.9%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +12.7% |
| 3M | +4.9% | -37.7% | +42.6% | +14.7% |
| 6M | -1.2% | +115.2% | -116.4% | -26.7% |
| YTD | -7.3% | +133.7% | -141.0% | -34.0% |
| 1Y | -17.6% | +250.2% | -267.8% | -49.1% |
| 3Y | +61.1% | +320.3% | -259.2% | -14.8% |
| 5Y | +87.9% | +53.1% | +34.8% | +20.7% |
| All | +44.1% | +171.0% | -126.9% | -19.5% |
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 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