-71.7%
DOCU vs UUUU
-36.6%
-35.1%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.1% | -2.7% | -1.9% |
| 7D | -5.5% | -13.6% | +8.1% | -3.1% |
| 30D | +12.6% | -35.1% | +47.7% | +21.1% |
| 3M | +36.4% | -48.4% | +84.8% | +51.7% |
| 6M | +66.8% | -71.7% | +138.5% | +106.0% |
| YTD | +13.5% | -54.2% | +67.7% | +18.1% |
| 1Y | +11.3% | -56.0% | +67.3% | +15.9% |
| 3Y | +92.1% | -13.1% | +105.1% | +38.9% |
| All | -71.7% | -36.6% | -35.1% | -76.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling