-49.8%
USAR vs DOCS
-47.4%
-2.4%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | +6.3% | -12.2% | -6.4% |
| 7D | -21.8% | +1.2% | -23.0% | -21.8% |
| 30D | -39.9% | +21.3% | -61.2% | -40.8% |
| 3M | -52.5% | +58.4% | -110.9% | -54.9% |
| 6M | -67.9% | +39.3% | -107.2% | -69.2% |
| YTD | -31.1% | -21.7% | -9.4% | -36.0% |
| 1Y | -49.8% | -47.3% | -2.5% | -54.5% |
| All | -49.8% | -47.4% | -2.4% | -54.5% |
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