+89.8%
UNH vs DOCU
+80.0%
+9.8%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +3.7% | -4.6% | -1.2% |
| 7D | +1.1% | +6.9% | -5.8% | +0.6% |
| 30D | -3.8% | +19.0% | -22.8% | -4.9% |
| 3M | +0.7% | +34.3% | -33.6% | -1.4% |
| 6M | +37.9% | +48.0% | -10.1% | +33.8% |
| YTD | +21.9% | 0.0% | +21.9% | +21.3% |
| 1Y | +31.4% | -10.3% | +41.6% | +31.4% |
| 3Y | -11.4% | +32.4% | -43.8% | -15.2% |
| 5Y | +2.5% | -77.9% | +80.5% | +10.1% |
| All | +89.8% | +80.0% | +9.8% | +51.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling