-20.0%
UNH vs DOCS
+39.4%
-59.4%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.4% | +0.2% | +0.6% |
| 7D | +3.4% | +2.6% | +0.8% | +3.3% |
| 30D | +3.0% | +11.4% | -8.4% | +2.8% |
| 3M | +2.7% | +25.4% | -22.7% | +2.2% |
| 6M | +2.8% | +42.5% | -39.8% | +1.7% |
| YTD | +25.9% | -24.7% | +50.6% | +26.7% |
| 1Y | +25.8% | -32.9% | +58.7% | +27.0% |
| 3Y | -20.0% | +39.6% | -59.6% | -16.2% |
| All | -20.0% | +39.4% | -59.4% | -16.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCS.
Daily Out/Under-Performance
Portfolio return minus DOCS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCS 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 3y: compounded portfolio wealth divided by compounded DOCS 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…
3y analysis · Full analysis span regression · 6 months rolling