+32.6%
UNP vs DOCS
-60.9%
+93.5%
-12.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.8% | +2.9% | +0.1% |
| 7D | -5.3% | -1.4% | -3.9% | -5.4% |
| 30D | -1.5% | +21.8% | -23.4% | -0.9% |
| 3M | +10.3% | +27.3% | -17.0% | +11.1% |
| 6M | +9.7% | -0.3% | +10.0% | +10.7% |
| YTD | +27.1% | -40.5% | +67.6% | +30.1% |
| 1Y | +32.6% | -61.5% | +94.1% | +42.2% |
| All | +32.6% | -60.9% | +93.5% | +42.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling