+17.4%
UNH vs DOCN
+171.0%
-153.6%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -3.5% |
| 3M | +0.7% | -37.7% | +38.4% | +2.1% |
| 6M | +37.9% | +115.2% | -77.3% | +32.4% |
| YTD | +21.9% | +133.7% | -111.8% | +16.5% |
| 1Y | +31.4% | +250.2% | -218.8% | +23.1% |
| 3Y | -11.4% | +320.3% | -331.7% | -18.3% |
| 5Y | +2.5% | +53.1% | -50.6% | -3.5% |
| All | +17.4% | +171.0% | -153.6% | +13.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling