+45.8%
UBER vs DOCU
-71.9%
+117.6%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.0% | +0.4% | -0.9% |
| 7D | +4.6% | -3.2% | +7.8% | +5.8% |
| 30D | -0.4% | +15.7% | -16.1% | -5.4% |
| 3M | +0.9% | +37.3% | -36.4% | -10.2% |
| 6M | -5.7% | +63.1% | -68.8% | -21.8% |
| YTD | -15.8% | +15.4% | -31.2% | -22.2% |
| 1Y | -25.8% | +11.3% | -37.2% | -30.8% |
| 3Y | +44.0% | +92.1% | -48.0% | -1.7% |
| 5Y | +45.8% | -70.5% | +116.2% | +60.7% |
| All | +45.8% | -71.9% | +117.6% | +60.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling