-49.2%
USAR vs DOCU
+10.8%
-60.0%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +0.2% | +6.3% | +6.5% |
| 7D | -1.1% | -4.8% | +3.7% | -1.2% |
| 30D | -30.3% | +9.4% | -39.6% | -30.4% |
| 3M | -54.7% | +29.0% | -83.7% | -55.0% |
| 6M | -67.5% | +62.3% | -129.8% | -67.8% |
| YTD | -26.4% | +13.7% | -40.1% | -18.8% |
| All | -49.2% | +10.8% | -60.0% | -42.4% |
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