+163.4%
URI vs DOCU
+94.9%
+68.5%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +0.2% | -4.5% | -4.4% |
| 7D | -4.3% | -3.7% | -0.6% | -3.9% |
| 30D | +4.6% | +15.0% | -10.3% | +2.5% |
| 3M | -2.1% | +39.9% | -42.0% | -7.1% |
| 6M | +21.9% | +66.2% | -44.2% | +11.6% |
| YTD | +39.7% | +17.7% | +22.0% | +37.2% |
| 1Y | +32.9% | +13.7% | +19.2% | +31.4% |
| All | +163.4% | +94.9% | +68.5% | +90.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling