+70.6%
UAL vs DOCU
+111.8%
-41.3%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | +0.2% | +7.8% | +7.9% |
| 7D | +11.9% | -3.7% | +15.6% | +12.7% |
| 30D | +5.2% | +15.0% | -9.7% | +2.5% |
| 3M | -12.7% | +39.9% | -52.6% | -18.3% |
| 6M | +28.5% | +66.2% | -37.6% | +15.6% |
| YTD | +3.5% | +17.7% | -14.2% | -1.4% |
| 1Y | +27.5% | +13.7% | +13.8% | +22.2% |
| 3Y | +208.6% | +95.9% | +112.7% | +166.1% |
| 5Y | +135.6% | -71.7% | +207.2% | +132.4% |
| All | +70.6% | +111.8% | -41.3% | +22.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling