+82.2%
UBER vs DOCU
+29.0%
+53.3%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.7% | -4.0% | -1.5% |
| 7D | -3.9% | +6.9% | -10.8% | -6.0% |
| 30D | +11.1% | +19.0% | -7.9% | +4.6% |
| 3M | +4.9% | +34.3% | -29.4% | -5.6% |
| 6M | -1.2% | +48.0% | -49.2% | -14.6% |
| YTD | -7.3% | 0.0% | -7.3% | -9.7% |
| 1Y | -17.6% | -10.3% | -7.4% | -17.5% |
| 3Y | +61.1% | +32.4% | +28.7% | +30.8% |
| 5Y | +87.9% | -77.9% | +165.8% | +137.4% |
| All | +82.2% | +29.0% | +53.3% | +24.0% |
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