-6.7%
UNH vs DOCU
-71.0%
+64.3%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.7% | +1.3% | -0.3% |
| 7D | -3.2% | -5.5% | +2.4% | -3.0% |
| 30D | +4.8% | +12.6% | -7.8% | +4.4% |
| 3M | -1.8% | +36.4% | -38.2% | -2.9% |
| 6M | +8.6% | +66.8% | -58.2% | +6.5% |
| YTD | +21.8% | +13.5% | +8.3% | +20.8% |
| 1Y | +25.8% | +11.3% | +14.5% | +24.9% |
| 3Y | -21.3% | +92.1% | -113.4% | -24.3% |
| All | -6.7% | -71.0% | +64.3% | -8.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling