+94.9%
UNH vs DOCU
+110.9%
-16.1%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.5% | +0.5% |
| 7D | +2.4% | +1.6% | +0.8% | +2.3% |
| 30D | +7.2% | +10.8% | -3.6% | +6.6% |
| 3M | +0.5% | +38.0% | -37.5% | -1.6% |
| 6M | +3.4% | +77.4% | -74.0% | -0.7% |
| YTD | +25.2% | +17.2% | +8.0% | +23.2% |
| 1Y | +22.7% | +15.6% | +7.1% | +20.8% |
| 3Y | -20.3% | +95.6% | -115.9% | -25.8% |
| 5Y | -3.4% | -69.7% | +66.3% | +1.0% |
| All | +94.9% | +110.9% | -16.1% | +53.9% |
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