+769.8%
UMC vs DOCU
+104.6%
+665.2%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +0.2% | +7.3% | +7.5% |
| 7D | -9.2% | -4.8% | -4.4% | -8.3% |
| 30D | -35.1% | +9.4% | -44.5% | -36.2% |
| 3M | -20.5% | +29.0% | -49.5% | -24.4% |
| 6M | -1.7% | +62.3% | -64.1% | -11.5% |
| YTD | +92.8% | +13.7% | +79.1% | +84.5% |
| 1Y | +104.5% | +11.5% | +92.9% | +96.0% |
| 3Y | +129.8% | +94.2% | +35.7% | +89.3% |
| 5Y | +74.0% | -71.7% | +145.7% | +83.7% |
| All | +769.8% | +104.6% | +665.2% | +632.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling