+90.3%
UNH vs DOCU
+107.7%
-17.4%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.0% | -1.4% | -3.2% |
| 7D | -3.7% | -3.2% | -0.5% | -3.5% |
| 30D | +5.2% | +15.7% | -10.5% | +4.2% |
| 3M | -3.5% | +37.3% | -40.8% | -5.6% |
| 6M | +10.0% | +63.1% | -53.1% | +6.3% |
| YTD | +22.2% | +15.4% | +6.9% | +20.5% |
| 1Y | +24.0% | +11.3% | +12.6% | +22.4% |
| 3Y | -20.6% | +92.1% | -112.7% | -26.0% |
| 5Y | -5.0% | -70.5% | +65.5% | -0.5% |
| All | +90.3% | +107.7% | -17.4% | +50.5% |
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