-26.3%
USAR vs DOCU
+50.6%
-77.0%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.5% | -2.0% | -7.5% | -9.2% |
| 7D | -29.5% | -3.2% | -26.3% | -29.1% |
| 30D | -46.0% | +15.7% | -61.7% | -47.3% |
| 3M | -56.8% | +37.3% | -94.0% | -59.2% |
| 6M | -72.9% | +63.1% | -136.1% | -75.4% |
| YTD | -37.6% | +15.4% | -53.0% | -39.4% |
| 1Y | -56.0% | +11.3% | -67.3% | -56.8% |
| 3Y | -27.5% | +92.1% | -119.6% | -30.1% |
| All | -26.3% | +50.6% | -77.0% | -28.8% |
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