+32.6%
UNP vs DOCN
+254.3%
-221.8%
-12.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.8% | -2.6% | +0.2% |
| 7D | -5.3% | +1.1% | -6.5% | -5.3% |
| 30D | -1.5% | -9.6% | +8.1% | -1.7% |
| 3M | +10.3% | -37.7% | +47.9% | +9.5% |
| 6M | +9.7% | +115.2% | -105.5% | +8.9% |
| YTD | +27.1% | +133.7% | -106.6% | +25.9% |
| 1Y | +32.6% | +250.2% | -217.6% | +32.6% |
| All | +32.6% | +254.3% | -221.8% | +32.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling