+34.0%
USB vs DOCN
+254.3%
-220.3%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.8% | -3.1% | -0.3% |
| 7D | +1.4% | +1.1% | +0.3% | +1.4% |
| 30D | -1.3% | -9.6% | +8.3% | -1.1% |
| 3M | +15.2% | -37.7% | +52.9% | +16.4% |
| 6M | +18.8% | +115.2% | -96.4% | +12.3% |
| YTD | +21.0% | +133.7% | -112.7% | +12.9% |
| 1Y | +34.0% | +250.2% | -216.1% | +22.3% |
| All | +34.0% | +254.3% | -220.3% | +22.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling