+34.0%
UPS vs DOCU
+104.2%
-70.3%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.7% | -0.8% | -2.3% |
| 7D | 0.0% | -5.5% | +5.6% | +0.7% |
| 30D | +17.3% | +12.6% | +4.7% | +15.6% |
| 3M | +6.6% | +36.4% | -29.8% | +2.4% |
| 6M | +12.0% | +66.8% | -54.8% | +4.6% |
| YTD | +14.4% | +13.5% | +0.9% | +11.4% |
| 1Y | +23.3% | +11.3% | +12.0% | +20.2% |
| 3Y | -9.6% | +92.1% | -101.7% | -20.3% |
| 5Y | -34.1% | -71.0% | +36.9% | -32.2% |
| All | +34.0% | +104.2% | -70.3% | +4.8% |
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