-3.6%
UNH vs DOCN
-30.4%
+26.8%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.6% | +0.3% | +1.8% |
| 7D | +0.2% | -12.1% | +12.3% | +0.6% |
| 30D | +6.8% | -41.0% | +47.8% | +8.6% |
| 3M | -0.3% | -38.7% | +38.4% | +1.1% |
| 6M | +7.9% | -51.5% | +59.4% | +9.9% |
| YTD | +25.1% | +65.3% | -40.1% | +20.0% |
| 1Y | +29.3% | +53.9% | -24.6% | +24.4% |
| 3Y | -20.3% | +215.6% | -235.8% | -26.6% |
| 5Y | -3.6% | -26.2% | +22.6% | -8.3% |
| All | -3.6% | -30.4% | +26.8% | -8.3% |
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