-6.7%
UNH vs DOCN
-32.3%
+25.5%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.5% | -2.9% | -0.5% |
| 7D | -3.2% | -19.2% | +16.0% | -2.5% |
| 30D | +4.8% | -43.1% | +47.9% | +6.7% |
| 3M | -1.8% | -40.7% | +38.9% | -0.4% |
| 6M | +8.6% | -55.0% | +63.6% | +10.9% |
| YTD | +21.8% | +50.6% | -28.9% | +17.2% |
| 1Y | +25.8% | +54.0% | -28.1% | +20.9% |
| 3Y | -21.3% | +203.9% | -225.2% | -27.6% |
| All | -6.7% | -32.3% | +25.5% | -10.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling