+30.9%
DOCU vs UUUU
+94.2%
-63.4%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.8% | +2.9% | +3.7% |
| 7D | +6.9% | -1.4% | +8.3% | +7.0% |
| 30D | +19.0% | +16.3% | +2.7% | +18.2% |
| 3M | +34.3% | -16.7% | +51.0% | +35.4% |
| 6M | +48.0% | -33.7% | +81.7% | +50.1% |
| YTD | 0.0% | -0.5% | +0.5% | -2.4% |
| 1Y | -10.3% | +28.9% | -39.1% | -15.5% |
| All | +30.9% | +94.2% | -63.4% | +10.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling