+49.4%
UNP vs DOCU
+91.1%
-41.7%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -2.0% | -1.5% | -3.3% |
| 7D | -1.3% | -3.2% | +1.9% | -1.2% |
| 30D | +7.7% | +15.7% | -8.0% | +6.9% |
| 3M | +1.3% | +37.3% | -36.0% | -0.4% |
| 6M | +14.0% | +63.1% | -49.2% | +10.9% |
| YTD | +30.8% | +15.4% | +15.4% | +30.6% |
| 1Y | +40.0% | +11.3% | +28.6% | +40.1% |
| All | +49.4% | +91.1% | -41.7% | +33.5% |
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 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