-48.0%
USAR vs DOCU
+10.1%
-58.1%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.8% | -1.7% | +12.5% | +10.8% |
| 7D | -14.5% | -5.5% | -9.0% | -14.6% |
| 30D | -37.8% | +12.6% | -50.5% | -37.9% |
| 3M | -52.8% | +36.4% | -89.2% | -53.2% |
| 6M | -71.2% | +66.8% | -138.0% | -71.6% |
| YTD | -30.9% | +13.5% | -44.3% | -23.5% |
| 1Y | -48.0% | +11.3% | -59.3% | -40.4% |
| All | -48.0% | +10.1% | -58.1% | -40.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling