+13.7%
DOCU vs URA
-32.2%
+45.8%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.1% | +1.2% | +0.1% |
| 7D | -3.7% | -10.5% | +6.8% | -4.5% |
| 30D | +15.0% | -18.6% | +33.6% | +13.4% |
| 3M | +39.9% | -23.0% | +62.9% | +37.5% |
| 6M | +66.2% | -40.3% | +106.4% | +64.3% |
| YTD | +17.7% | -23.5% | +41.2% | +11.3% |
| 1Y | +13.7% | -31.1% | +44.8% | +11.5% |
| All | +13.7% | -32.2% | +45.8% | +11.5% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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