+26.9%
UNH vs DOCN
+55.6%
-28.6%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +8.0% | -7.1% | +0.8% |
| 7D | -0.7% | -12.8% | +12.1% | -0.6% |
| 30D | +4.8% | -41.9% | +46.8% | +5.1% |
| 3M | -1.7% | -36.9% | +35.2% | -1.6% |
| 6M | +5.9% | -52.2% | +58.1% | +6.0% |
| YTD | +22.8% | +62.7% | -39.9% | +19.9% |
| All | +26.9% | +55.6% | -28.6% | +23.9% |
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