+22.0%
UNH vs DOCN
+72.1%
-50.1%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +9.6% | -10.1% | -0.6% |
| 7D | -1.6% | +3.7% | -5.3% | -1.6% |
| 30D | +6.5% | -33.7% | +40.1% | +6.7% |
| 3M | +0.8% | -27.9% | +28.7% | +0.9% |
| 6M | +6.1% | -46.4% | +52.5% | +6.2% |
| YTD | +24.5% | +81.1% | -56.6% | +18.5% |
| All | +22.0% | +72.1% | -50.1% | +16.2% |
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