+11.3%
DOCU vs URA
-31.4%
+42.7%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +4.4% | -6.0% | -1.3% |
| 7D | -5.5% | -4.1% | -1.4% | -5.8% |
| 30D | +12.6% | -19.0% | +31.6% | +10.9% |
| 3M | +36.4% | -25.1% | +61.5% | +33.7% |
| 6M | +66.8% | -44.5% | +111.3% | +64.4% |
| YTD | +13.5% | -24.3% | +37.8% | +7.3% |
| 1Y | +11.3% | -28.1% | +39.4% | +6.5% |
| All | +11.3% | -31.4% | +42.7% | +6.5% |
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