+71.2%
UBER vs DOCU
+46.6%
+24.6%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +0.2% | +3.6% | +3.7% |
| 7D | +6.7% | -4.8% | +11.5% | +8.4% |
| 30D | -0.5% | +9.4% | -9.9% | -3.5% |
| 3M | -5.1% | +29.0% | -34.2% | -13.4% |
| 6M | -5.7% | +62.3% | -68.0% | -20.8% |
| YTD | -12.9% | +13.7% | -26.6% | -18.9% |
| 1Y | -22.6% | +11.5% | -34.2% | -27.7% |
| 3Y | +42.2% | +94.2% | -52.0% | +0.8% |
| 5Y | +56.4% | -71.7% | +128.1% | +83.0% |
| All | +71.2% | +46.6% | +24.6% | +11.3% |
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