-19.3%
USAR vs DOCS
+38.9%
-58.1%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +2.5% | +1.9% | +4.2% |
| 7D | +0.8% | -4.2% | +5.0% | +1.1% |
| 30D | -30.1% | +8.6% | -38.7% | -30.4% |
| 3M | -56.3% | +27.2% | -83.5% | -56.9% |
| 6M | -68.6% | +26.5% | -95.1% | -69.3% |
| YTD | -30.5% | -25.0% | -5.6% | -31.3% |
| 1Y | -53.5% | -37.0% | -16.5% | -53.8% |
| All | -19.3% | +38.9% | -58.1% | -19.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling