+42.9%
UBER vs DOCU
+91.1%
-48.2%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.0% | +0.4% | -1.2% |
| 7D | +4.6% | -3.2% | +7.8% | +5.3% |
| 30D | -0.4% | +15.7% | -16.1% | -3.5% |
| 3M | +0.9% | +37.3% | -36.4% | -5.9% |
| 6M | -5.7% | +63.1% | -68.8% | -15.6% |
| YTD | -15.8% | +15.4% | -31.2% | -19.9% |
| 1Y | -25.8% | +11.3% | -37.2% | -29.0% |
| All | +42.9% | +91.1% | -48.2% | +19.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling