+72.2%
DOCU vs URA
+347.7%
-275.5%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.8% | +2.9% | +3.4% |
| 7D | +6.9% | +1.1% | +5.8% | +6.5% |
| 30D | +19.0% | +7.4% | +11.6% | +15.9% |
| 3M | +34.3% | -8.4% | +42.7% | +36.8% |
| 6M | +48.0% | -12.7% | +60.7% | +50.2% |
| YTD | 0.0% | +7.8% | -7.8% | -8.6% |
| 1Y | -10.3% | +19.5% | -29.7% | -23.1% |
| 3Y | +32.4% | +116.4% | -84.0% | -18.6% |
| 5Y | -77.9% | +134.3% | -212.2% | -87.0% |
| All | +72.2% | +347.7% | -275.5% | -19.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling