+651.6%
URI vs DOCU
+111.8%
+539.8%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +0.2% | -4.5% | -4.4% |
| 7D | -4.3% | -3.7% | -0.6% | -3.7% |
| 30D | +4.6% | +15.0% | -10.3% | +1.8% |
| 3M | -2.1% | +39.9% | -42.0% | -8.6% |
| 6M | +21.9% | +66.2% | -44.2% | +8.9% |
| YTD | +39.7% | +17.7% | +22.0% | +32.6% |
| 1Y | +32.9% | +13.7% | +19.2% | +26.9% |
| 3Y | +155.8% | +95.9% | +59.9% | +111.7% |
| 5Y | +202.4% | -71.7% | +274.1% | +221.8% |
| All | +651.6% | +111.8% | +539.8% | +340.3% |
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