-72.9%
USAR vs DOCU
+63.4%
-136.3%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.5% | -2.0% | -7.5% | -9.7% |
| 7D | -29.5% | -3.2% | -26.3% | -29.8% |
| 30D | -46.0% | +15.7% | -61.7% | -45.3% |
| 3M | -56.8% | +37.3% | -94.0% | -55.8% |
| 6M | -72.9% | +63.1% | -136.1% | -70.7% |
| All | -72.9% | +63.4% | -136.3% | -70.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling