+45.8%
UBER vs DOCS
-54.0%
+99.7%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -4.3% | +2.7% | -0.6% |
| 7D | +4.6% | -1.3% | +6.0% | +4.9% |
| 30D | -0.4% | +19.4% | -19.8% | -4.5% |
| 3M | +0.9% | +53.4% | -52.5% | -10.0% |
| 6M | -5.7% | +28.8% | -34.5% | -13.4% |
| YTD | -15.8% | -25.1% | +9.2% | -13.0% |
| 1Y | -25.8% | -48.1% | +22.3% | -16.7% |
| 3Y | +44.0% | +51.4% | -7.3% | +7.9% |
| 5Y | +45.8% | -51.1% | +96.8% | +35.4% |
| All | +45.8% | -54.0% | +99.7% | +35.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling