+42.5%
UBER vs DOCS
+47.6%
-5.1%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.0% | +1.7% | 0.0% |
| 7D | +5.1% | -0.8% | +5.9% | +5.2% |
| 30D | +0.2% | +17.4% | -17.2% | -2.0% |
| 3M | -2.7% | +57.4% | -60.0% | -9.1% |
| 6M | -13.4% | +26.5% | -39.9% | -17.4% |
| YTD | -16.1% | -26.6% | +10.5% | -15.5% |
| 1Y | -25.5% | -48.1% | +22.5% | -22.2% |
| 3Y | +42.5% | +52.6% | -10.1% | +34.3% |
| All | +42.5% | +47.6% | -5.1% | +34.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling