+89.6%
UNH vs DOCU
+104.2%
-14.7%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.7% | +1.3% | -0.3% |
| 7D | -3.2% | -5.5% | +2.4% | -2.8% |
| 30D | +4.8% | +12.6% | -7.8% | +4.1% |
| 3M | -1.8% | +36.4% | -38.2% | -3.9% |
| 6M | +8.6% | +66.8% | -58.2% | +4.7% |
| YTD | +21.8% | +13.5% | +8.3% | +20.1% |
| 1Y | +25.8% | +11.3% | +14.5% | +24.2% |
| 3Y | -21.3% | +92.1% | -113.4% | -26.7% |
| 5Y | -5.3% | -71.0% | +65.6% | -0.8% |
| All | +89.6% | +104.2% | -14.7% | +50.1% |
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