-18.3%
USAR vs DOCU
+48.1%
-66.5%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.8% | -1.7% | +12.5% | +11.1% |
| 7D | -14.5% | -5.5% | -9.0% | -13.8% |
| 30D | -37.8% | +12.6% | -50.5% | -39.1% |
| 3M | -52.8% | +36.4% | -89.2% | -55.4% |
| 6M | -71.2% | +66.8% | -138.0% | -74.0% |
| YTD | -30.9% | +13.5% | -44.3% | -32.6% |
| 1Y | -48.0% | +11.3% | -59.3% | -49.0% |
| 3Y | -19.7% | +92.1% | -111.8% | -22.4% |
| All | -18.3% | +48.1% | -66.5% | -20.9% |
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 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