+103.9%
UMC vs DOCN
+55.6%
+48.4%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +8.0% | -0.5% | +5.2% |
| 7D | -9.2% | -12.8% | +3.6% | -5.4% |
| 30D | -35.1% | -41.9% | +6.8% | -25.6% |
| 3M | -20.5% | -36.9% | +16.5% | -11.0% |
| 6M | -1.7% | -52.2% | +50.5% | +14.3% |
| YTD | +92.8% | +62.7% | +30.1% | +76.2% |
| All | +103.9% | +55.6% | +48.4% | +92.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCN.
Daily Out/Under-Performance
Portfolio return minus DOCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCN 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 1y: compounded portfolio wealth divided by compounded DOCN 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…
1y analysis · Full analysis span regression · 6 months rolling