+94.8%
UNH vs DOCU
+104.4%
-9.5%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.1% | +2.0% | +1.9% |
| 7D | +0.2% | -3.4% | +3.5% | +0.4% |
| 30D | +6.8% | +9.3% | -2.4% | +6.2% |
| 3M | -0.3% | +30.2% | -30.5% | -2.0% |
| 6M | +7.9% | +62.1% | -54.2% | +4.2% |
| YTD | +25.1% | +13.5% | +11.6% | +23.5% |
| 1Y | +29.3% | +11.5% | +17.8% | +27.7% |
| 3Y | -20.3% | +89.5% | -109.8% | -25.6% |
| 5Y | -3.6% | -69.6% | +66.0% | +0.6% |
| All | +94.8% | +104.4% | -9.5% | +54.2% |
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 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