-19.9%
USAR vs DOCU
+53.0%
-72.8%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | 0.0% | -2.4% | -2.4% |
| 7D | +8.8% | +1.6% | +7.2% | +8.5% |
| 30D | -28.5% | +10.8% | -39.3% | -29.7% |
| 3M | -56.2% | +38.0% | -94.1% | -58.6% |
| 6M | -68.4% | +77.4% | -145.8% | -71.7% |
| YTD | -32.2% | +17.2% | -49.4% | -34.2% |
| 1Y | -52.3% | +15.6% | -67.9% | -53.4% |
| 3Y | -21.2% | +95.6% | -116.8% | -24.1% |
| All | -19.9% | +53.0% | -72.8% | -22.8% |
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