+42.5%
UBER vs DOCU
+87.9%
-45.4%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.7% | +1.4% | +0.1% |
| 7D | +5.1% | -5.5% | +10.7% | +6.3% |
| 30D | +0.2% | +12.6% | -12.4% | -2.3% |
| 3M | -2.7% | +36.4% | -39.1% | -9.1% |
| 6M | -13.4% | +66.8% | -80.2% | -22.7% |
| YTD | -16.1% | +13.5% | -29.5% | -19.8% |
| 1Y | -25.5% | +11.3% | -36.8% | -28.7% |
| 3Y | +42.5% | +92.1% | -49.6% | +19.1% |
| All | +42.5% | +87.9% | -45.4% | +19.1% |
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