+17.7%
UNH vs DOCN
+70.4%
-52.6%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -15.9% | +12.5% | -2.8% |
| 7D | -3.7% | -29.3% | +25.6% | -2.7% |
| 30D | +5.2% | -46.0% | +51.2% | +7.1% |
| 3M | -3.5% | -43.2% | +39.7% | -2.1% |
| 6M | +10.0% | -53.7% | +63.8% | +12.1% |
| YTD | +22.2% | +46.9% | -24.7% | +18.2% |
| 1Y | +24.0% | +54.3% | -30.4% | +19.5% |
| 3Y | -20.6% | +185.5% | -206.2% | -26.1% |
| 5Y | -5.0% | -31.1% | +26.1% | -9.7% |
| All | +17.7% | +70.4% | -52.6% | +15.0% |
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