+35.6%
UNP vs DOCN
-32.3%
+67.9%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +2.5% | -5.1% | -2.7% |
| 7D | -4.6% | -19.2% | +14.6% | -3.6% |
| 30D | +5.6% | -43.1% | +48.7% | +8.3% |
| 3M | -1.3% | -40.7% | +39.4% | +0.6% |
| 6M | +9.2% | -55.0% | +64.2% | +12.5% |
| YTD | +27.3% | +50.6% | -23.3% | +18.4% |
| 1Y | +35.9% | +54.0% | -18.0% | +26.0% |
| 3Y | +45.5% | +203.9% | -158.4% | +25.3% |
| All | +35.6% | -32.3% | +67.9% | +20.4% |
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 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