+96.6%
USB vs DOCN
+236.1%
-139.5%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -7.2% | +9.1% | +2.6% |
| 7D | +2.4% | -20.0% | +22.4% | +4.7% |
| 30D | +6.6% | -38.8% | +45.3% | +11.7% |
| 3M | -4.1% | -34.8% | +30.7% | -0.7% |
| 6M | +12.5% | -22.8% | +35.3% | +10.9% |
| YTD | +17.6% | +74.6% | -57.0% | -1.5% |
| 1Y | +36.5% | +116.4% | -79.9% | +9.0% |
| All | +96.6% | +236.1% | -139.5% | +34.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling