+681.6%
UMC vs DOCU
+107.7%
+574.0%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.7% | -2.0% | -14.7% | -16.4% |
| 7D | -25.8% | -3.2% | -22.6% | -25.4% |
| 30D | -42.3% | +15.7% | -58.0% | -43.8% |
| 3M | -30.6% | +37.3% | -67.9% | -34.9% |
| 6M | -2.8% | +63.1% | -65.9% | -12.6% |
| YTD | +73.2% | +15.4% | +57.8% | +65.4% |
| 1Y | +75.5% | +11.3% | +64.1% | +68.4% |
| 3Y | +98.0% | +92.1% | +5.9% | +63.5% |
| 5Y | +62.7% | -70.5% | +133.2% | +70.5% |
| All | +681.6% | +107.7% | +574.0% | +556.4% |
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