+65.0%
UBER vs DOCU
+46.3%
+18.7%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.7% | +1.4% | +0.3% |
| 7D | +5.1% | -5.5% | +10.7% | +7.0% |
| 30D | +0.2% | +12.6% | -12.4% | -3.8% |
| 3M | -2.7% | +36.4% | -39.1% | -12.7% |
| 6M | -13.4% | +66.8% | -80.2% | -27.9% |
| YTD | -16.1% | +13.5% | -29.5% | -21.8% |
| 1Y | -25.5% | +11.3% | -36.8% | -30.4% |
| 3Y | +42.5% | +92.1% | -49.6% | +1.4% |
| 5Y | +45.3% | -71.0% | +116.3% | +68.8% |
| All | +65.0% | +46.3% | +18.7% | +7.3% |
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