+68.1%
UBER vs DOCU
+51.7%
+16.3%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.2% | +4.7% | +4.9% |
| 7D | +7.0% | -3.7% | +10.8% | +8.3% |
| 30D | +0.6% | +15.0% | -14.4% | -4.1% |
| 3M | -2.9% | +39.9% | -42.8% | -13.7% |
| 6M | -5.5% | +66.2% | -71.6% | -21.4% |
| YTD | -14.5% | +17.7% | -32.2% | -21.3% |
| 1Y | -26.2% | +13.7% | -39.9% | -31.5% |
| 3Y | +46.3% | +95.9% | -49.6% | +3.5% |
| 5Y | +54.3% | -71.7% | +126.0% | +80.0% |
| All | +68.1% | +51.7% | +16.3% | +8.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling