+203.4%
URI vs DOCU
-78.0%
+281.4%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +3.7% | -2.1% | +0.9% |
| 7D | -2.0% | +6.9% | -8.9% | -3.3% |
| 30D | -12.9% | +19.0% | -31.9% | -16.2% |
| 3M | -6.7% | +34.3% | -41.0% | -12.9% |
| 6M | +19.0% | +48.0% | -29.0% | +7.5% |
| YTD | +25.5% | 0.0% | +25.5% | +23.5% |
| 1Y | +5.5% | -10.3% | +15.8% | +5.8% |
| 3Y | +111.3% | +32.4% | +78.9% | +86.5% |
| All | +203.4% | -78.0% | +281.4% | +226.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling