+98.3%
USB vs DOCU
+33.7%
+64.6%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.7% | -4.0% | -0.8% |
| 7D | +1.4% | +6.9% | -5.4% | +0.4% |
| 30D | -1.3% | +19.0% | -20.3% | -4.1% |
| 3M | +15.2% | +34.3% | -19.1% | +9.5% |
| 6M | +18.8% | +48.0% | -29.2% | +10.3% |
| YTD | +21.0% | 0.0% | +21.0% | +20.2% |
| 1Y | +34.0% | -10.3% | +44.3% | +35.2% |
| All | +98.3% | +33.7% | +64.6% | +51.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling