+39.5%
UL vs DOCU
+91.1%
-51.6%
-25.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -2.0% | +3.1% | +1.2% |
| 7D | +5.5% | -3.2% | +8.7% | +5.5% |
| 30D | +11.4% | +15.7% | -4.3% | +11.4% |
| 3M | +6.0% | +37.3% | -31.3% | +6.1% |
| 6M | +18.0% | +63.1% | -45.1% | +18.5% |
| YTD | +6.2% | +15.4% | -9.2% | +6.5% |
| 1Y | +1.5% | +11.3% | -9.8% | +1.8% |
| All | +39.5% | +91.1% | -51.6% | +43.2% |
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