+37.3%
UPS vs DOCU
+104.6%
-67.3%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.2% | +2.3% | +2.4% |
| 7D | +1.1% | -4.8% | +5.9% | +1.7% |
| 30D | +17.3% | +9.4% | +7.9% | +16.0% |
| 3M | +7.9% | +29.0% | -21.1% | +4.4% |
| 6M | +13.7% | +62.3% | -48.6% | +6.5% |
| YTD | +17.2% | +13.7% | +3.5% | +14.1% |
| 1Y | +23.2% | +11.5% | +11.7% | +20.1% |
| 3Y | -5.9% | +94.2% | -100.1% | -17.1% |
| 5Y | -33.1% | -71.7% | +38.7% | -30.9% |
| All | +37.3% | +104.6% | -67.3% | +7.3% |
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 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