+14.3%
UAL vs DOCU
+11.4%
+2.9%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -2.0% | -2.6% | -4.4% |
| 7D | +5.0% | -3.2% | +8.2% | +5.2% |
| 30D | -1.2% | +15.7% | -16.9% | -2.2% |
| 3M | -16.8% | +37.3% | -54.1% | -18.9% |
| 6M | +18.0% | +63.1% | -45.2% | +12.1% |
| YTD | -1.2% | +15.4% | -16.6% | +1.9% |
| 1Y | +14.3% | +11.3% | +3.0% | +20.0% |
| All | +14.3% | +11.4% | +2.9% | +20.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling