-56.0%
USAR vs DOCS
-49.5%
-6.5%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.5% | -4.3% | -5.2% | -9.1% |
| 7D | -29.5% | -1.3% | -28.1% | -29.3% |
| 30D | -46.0% | +19.4% | -65.4% | -46.7% |
| 3M | -56.8% | +53.4% | -110.2% | -58.8% |
| 6M | -72.9% | +28.8% | -101.7% | -73.9% |
| YTD | -37.6% | -25.1% | -12.6% | -41.7% |
| 1Y | -56.0% | -48.1% | -7.9% | -59.1% |
| All | -56.0% | -49.5% | -6.5% | -59.1% |
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