+30.6%
UPS vs DOCU
+11.6%
+19.0%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +0.2% | +4.5% | +4.7% |
| 7D | +8.2% | -3.7% | +11.9% | +8.3% |
| 30D | +22.7% | +15.0% | +7.8% | +22.2% |
| 3M | +6.4% | +39.9% | -33.5% | +5.8% |
| 6M | +22.6% | +66.2% | -43.5% | +22.0% |
| YTD | +20.7% | +17.7% | +3.0% | +23.7% |
| 1Y | +30.6% | +13.7% | +17.0% | +34.3% |
| All | +30.6% | +11.6% | +19.0% | +34.3% |
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