+101.7%
DOCU vs UEC
+378.8%
-277.1%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.8% | +2.4% | +3.1% |
| 7D | -0.4% | +0.6% | -1.0% | -0.7% |
| 30D | +12.9% | -18.1% | +31.1% | +15.7% |
| 3M | +35.1% | -36.9% | +72.0% | +42.9% |
| 6M | +76.2% | -56.1% | +132.3% | +94.4% |
| YTD | +17.2% | -38.1% | +55.3% | +18.7% |
| 1Y | +16.4% | -41.7% | +58.1% | +18.6% |
| 3Y | +95.6% | +28.2% | +67.4% | +59.3% |
| 5Y | -68.5% | +31.7% | -100.2% | -76.5% |
| All | +101.7% | +378.8% | -277.1% | +14.8% |
Cumulative growth
Daily Returns
Daily percentage return beside UEC.
Daily Out/Under-Performance
Portfolio return minus UEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UEC 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 10y: compounded portfolio wealth divided by compounded UEC 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…
10y analysis · Full analysis span regression · 6 months rolling