-18.6%
USAR vs DOCU
+53.7%
-72.2%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | +0.2% | -6.0% | -5.9% |
| 7D | -21.8% | -3.7% | -18.0% | -21.4% |
| 30D | -39.9% | +15.0% | -54.9% | -41.3% |
| 3M | -52.5% | +39.9% | -92.4% | -55.3% |
| 6M | -67.9% | +66.2% | -134.1% | -70.9% |
| YTD | -31.1% | +17.7% | -48.8% | -33.2% |
| 1Y | -49.8% | +13.7% | -63.5% | -50.8% |
| 3Y | -19.9% | +95.9% | -115.8% | -23.0% |
| All | -18.6% | +53.7% | -72.2% | -21.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling