+158.0%
UNP vs DOCU
+80.0%
+77.9%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.7% | -3.5% | -0.1% |
| 7D | -5.3% | +6.9% | -12.2% | -5.9% |
| 30D | -1.5% | +19.0% | -20.5% | -3.1% |
| 3M | +10.3% | +34.3% | -24.0% | +7.2% |
| 6M | +9.7% | +48.0% | -38.3% | +5.3% |
| YTD | +27.1% | 0.0% | +27.1% | +26.2% |
| 1Y | +32.6% | -10.3% | +42.8% | +32.7% |
| 3Y | +40.0% | +32.4% | +7.6% | +32.5% |
| 5Y | +50.8% | -77.9% | +128.8% | +59.0% |
| All | +158.0% | +80.0% | +77.9% | +90.2% |
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