+22.3%
UPS vs DOCU
+15.6%
+6.7%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | 0.0% | -1.8% | -1.8% |
| 7D | -0.6% | +1.6% | -2.2% | -0.6% |
| 30D | +16.4% | +10.8% | +5.6% | +16.0% |
| 3M | +7.9% | +38.0% | -30.0% | +7.2% |
| 6M | +15.8% | +77.4% | -61.6% | +15.3% |
| YTD | +16.6% | +17.2% | -0.6% | +19.6% |
| 1Y | +22.3% | +15.6% | +6.7% | +25.7% |
| All | +22.3% | +15.6% | +6.7% | +25.7% |
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