+64.1%
UAL vs DOCU
+80.0%
-15.9%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +3.7% | -1.2% | +1.8% |
| 7D | +0.7% | +6.9% | -6.2% | -0.5% |
| 30D | -16.1% | +19.0% | -35.1% | -18.9% |
| 3M | +6.1% | +34.3% | -28.2% | -0.2% |
| 6M | +10.8% | +48.0% | -37.2% | +1.6% |
| YTD | -0.4% | 0.0% | -0.4% | -2.0% |
| 1Y | +5.0% | -10.3% | +15.3% | +5.2% |
| 3Y | +124.0% | +32.4% | +91.6% | +106.7% |
| 5Y | +141.0% | -77.9% | +218.9% | +146.5% |
| All | +64.1% | +80.0% | -15.9% | +22.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCU.
Daily Out/Under-Performance
Portfolio return minus DOCU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCU 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 10y: compounded portfolio wealth divided by compounded DOCU 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…
10y analysis · Full analysis span regression · 6 months rolling