+35.0%
UBER vs DOCS
-21.0%
+56.0%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.0% | +1.7% | +0.1% |
| 7D | +5.1% | -0.8% | +5.9% | +5.3% |
| 30D | +0.2% | +17.4% | -17.2% | -3.0% |
| 3M | -2.7% | +57.4% | -60.0% | -12.0% |
| 6M | -13.4% | +26.5% | -39.9% | -19.1% |
| YTD | -16.1% | -26.6% | +10.5% | -13.5% |
| 1Y | -25.5% | -48.1% | +22.5% | -18.2% |
| 3Y | +42.5% | +52.6% | -10.1% | +14.9% |
| 5Y | +45.3% | -52.1% | +97.4% | +36.3% |
| All | +35.0% | -21.0% | +56.0% | +28.7% |
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