+37.1%
UBER vs DOCS
-19.0%
+56.1%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.4% | +0.4% | +0.7% |
| 7D | +1.6% | +2.6% | -0.9% | +1.1% |
| 30D | +0.6% | +11.4% | -10.9% | -1.6% |
| 3M | -8.2% | +25.4% | -33.5% | -12.5% |
| 6M | -6.7% | +42.5% | -49.2% | -14.8% |
| YTD | -14.7% | -24.7% | +10.0% | -12.5% |
| 1Y | -24.1% | -32.9% | +8.9% | -20.5% |
| 3Y | +33.4% | +39.6% | -6.2% | +10.4% |
| 5Y | +54.5% | -54.6% | +109.1% | +44.3% |
| All | +37.1% | -19.0% | +56.1% | +30.1% |
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