+72.2%
DOCU vs UUUU
+699.4%
-627.3%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.8% | +2.9% | +3.6% |
| 7D | +6.9% | -1.4% | +8.3% | +7.1% |
| 30D | +19.0% | +16.3% | +2.7% | +15.8% |
| 3M | +34.3% | -16.7% | +51.0% | +36.8% |
| 6M | +48.0% | -33.7% | +81.7% | +53.8% |
| YTD | 0.0% | -0.5% | +0.5% | -6.1% |
| 1Y | -10.3% | +28.9% | -39.1% | -22.3% |
| 3Y | +32.4% | +99.9% | -67.5% | -3.5% |
| 5Y | -77.9% | +135.3% | -213.2% | -84.7% |
| All | +72.2% | +699.4% | -627.3% | -9.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling