+31.4%
UNH vs DOCN
+254.3%
-223.0%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.8% | -3.8% | -1.0% |
| 7D | +1.1% | +1.1% | -0.1% | +1.0% |
| 30D | -3.8% | -9.6% | +5.9% | -3.6% |
| 3M | +0.7% | -37.7% | +38.4% | +1.2% |
| 6M | +37.9% | +115.2% | -77.3% | +32.5% |
| YTD | +21.9% | +133.7% | -111.8% | +16.2% |
| 1Y | +31.4% | +250.2% | -218.8% | +16.8% |
| All | +31.4% | +254.3% | -223.0% | +16.8% |
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