+98.6%
DOCU vs UEC
+329.1%
-230.5%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -9.9% | +7.9% | -0.5% |
| 7D | -3.2% | -20.5% | +17.3% | 0.0% |
| 30D | +15.7% | -35.9% | +51.6% | +23.0% |
| 3M | +37.3% | -39.6% | +76.8% | +46.3% |
| 6M | +63.1% | -55.3% | +118.4% | +79.0% |
| YTD | +15.4% | -44.5% | +59.9% | +19.0% |
| 1Y | +11.3% | -50.4% | +61.7% | +16.4% |
| 3Y | +92.1% | +12.1% | +80.0% | +59.9% |
| 5Y | -70.5% | +41.5% | -112.0% | -78.0% |
| All | +98.6% | +329.1% | -230.5% | +15.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling