+24.6%
URI vs DOCU
+11.4%
+13.2%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -2.0% | -5.2% | -7.2% |
| 7D | -12.9% | -3.2% | -9.7% | -13.1% |
| 30D | -3.4% | +15.7% | -19.1% | -2.3% |
| 3M | -10.0% | +37.3% | -47.3% | -7.6% |
| 6M | +12.2% | +63.1% | -50.9% | +16.9% |
| YTD | +29.8% | +15.4% | +14.4% | +43.1% |
| 1Y | +24.6% | +11.3% | +13.3% | +38.9% |
| All | +24.6% | +11.4% | +13.2% | +38.9% |
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