+43.4%
UNP vs DOCU
+33.7%
+9.8%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.7% | -3.5% | 0.0% |
| 7D | -5.3% | +6.9% | -12.2% | -5.7% |
| 30D | -1.5% | +19.0% | -20.5% | -2.5% |
| 3M | +10.3% | +34.3% | -24.0% | +8.4% |
| 6M | +9.7% | +48.0% | -38.3% | +6.8% |
| YTD | +27.1% | 0.0% | +27.1% | +27.8% |
| 1Y | +32.6% | -10.3% | +42.8% | +34.3% |
| All | +43.4% | +33.7% | +9.8% | +28.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling