-9.3%
UL vs DOCU
-9.0%
-0.2%
-25.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.7% | -3.8% | 0.0% |
| 7D | -1.3% | +6.9% | -8.2% | -1.3% |
| 30D | +0.5% | +19.0% | -18.5% | +0.6% |
| 3M | +17.6% | +34.3% | -16.7% | +18.0% |
| 6M | -5.4% | +48.0% | -53.4% | -4.2% |
| YTD | +0.7% | 0.0% | +0.7% | +0.8% |
| 1Y | -9.3% | -10.3% | +1.0% | -9.5% |
| All | -9.3% | -9.0% | -0.2% | -9.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling