-24.4%
UBER vs DOCU
+10.8%
-35.2%
-30.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +0.2% | +3.6% | +3.7% |
| 7D | +6.7% | -4.8% | +11.5% | +7.7% |
| 30D | -0.5% | +9.4% | -9.9% | -2.4% |
| 3M | -5.1% | +29.0% | -34.2% | -10.4% |
| 6M | -5.7% | +62.3% | -68.0% | -15.5% |
| YTD | -12.9% | +13.7% | -26.6% | -19.5% |
| All | -24.4% | +10.8% | -35.2% | -29.8% |
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 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