+37.8%
UBER vs DOCS
-21.3%
+59.1%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.4% | -0.2% | -1.3% |
| 7D | +5.2% | -0.6% | +5.7% | +5.3% |
| 30D | -2.0% | +6.3% | -8.3% | -3.3% |
| 3M | -10.2% | +26.5% | -36.7% | -14.6% |
| 6M | -7.2% | +24.8% | -31.9% | -13.0% |
| YTD | -14.3% | -26.8% | +12.5% | -11.6% |
| 1Y | -25.6% | -38.3% | +12.7% | -20.8% |
| 3Y | +35.8% | +36.0% | -0.2% | +13.0% |
| 5Y | +61.5% | -55.0% | +116.5% | +51.6% |
| All | +37.8% | -21.3% | +59.1% | +31.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCS.
Daily Out/Under-Performance
Portfolio return minus DOCS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCS 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 10y: compounded portfolio wealth divided by compounded DOCS 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…
10y analysis · Full analysis span regression · 6 months rolling