+91.2%
UNH vs DOCU
+104.6%
-13.4%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.2% | +0.7% | +0.9% |
| 7D | -0.7% | -4.8% | +4.1% | -0.4% |
| 30D | +4.8% | +9.4% | -4.6% | +4.3% |
| 3M | -1.7% | +29.0% | -30.7% | -3.4% |
| 6M | +5.9% | +62.3% | -56.4% | +2.3% |
| YTD | +22.8% | +13.7% | +9.2% | +21.2% |
| 1Y | +25.9% | +11.5% | +14.4% | +24.3% |
| 3Y | -21.4% | +94.2% | -115.6% | -26.8% |
| 5Y | -6.3% | -71.7% | +65.5% | -1.4% |
| All | +91.2% | +104.6% | -13.4% | +51.4% |
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 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