+32.3%
UNP vs DOCU
+10.6%
+21.7%
-12.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.7% | -1.0% | -2.7% |
| 7D | -4.6% | -5.5% | +1.0% | -4.8% |
| 30D | +5.6% | +12.6% | -7.0% | +6.3% |
| 3M | -1.3% | +36.4% | -37.7% | +0.6% |
| 6M | +9.2% | +66.8% | -57.6% | +13.4% |
| YTD | +27.3% | +13.5% | +13.9% | +31.1% |
| All | +32.3% | +10.6% | +21.7% | +36.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling