+67.6%
UBER vs DOCU
+52.2%
+15.4%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.8% | +0.1% | +0.6% |
| 7D | +1.6% | +4.1% | -2.5% | +0.3% |
| 30D | +0.6% | +7.4% | -6.8% | -1.9% |
| 3M | -8.2% | +26.0% | -34.2% | -15.4% |
| 6M | -6.7% | +79.2% | -85.9% | -24.1% |
| YTD | -14.7% | +18.1% | -32.8% | -21.6% |
| 1Y | -24.1% | +20.5% | -44.6% | -30.8% |
| 3Y | +33.4% | +96.4% | -63.0% | -5.7% |
| 5Y | +54.5% | -69.5% | +123.9% | +76.5% |
| All | +67.6% | +52.2% | +15.4% | +7.6% |
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