-10.3%
DOCU vs UUUU
+27.9%
-38.2%
-50.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.8% | +2.9% | +3.7% |
| 7D | +6.9% | -1.4% | +8.3% | +6.9% |
| 30D | +19.0% | +16.3% | +2.7% | +19.2% |
| 3M | +34.3% | -16.7% | +51.0% | +35.0% |
| 6M | +48.0% | -33.7% | +81.7% | +48.8% |
| YTD | 0.0% | -0.5% | +0.5% | -1.9% |
| 1Y | -10.3% | +28.9% | -39.1% | -22.8% |
| All | -10.3% | +27.9% | -38.2% | -22.8% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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