+4.1%
MDLZ vs DOCU
-9.0%
+13.2%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.7% | -4.0% | -0.3% |
| 7D | -1.7% | +6.9% | -8.6% | -1.7% |
| 30D | -2.1% | +19.0% | -21.1% | -1.9% |
| 3M | +1.3% | +34.3% | -33.0% | +1.9% |
| 6M | +6.2% | +48.0% | -41.8% | +8.0% |
| YTD | +15.8% | 0.0% | +15.8% | +17.2% |
| 1Y | +4.1% | -10.3% | +14.4% | +5.4% |
| All | +4.1% | -9.0% | +13.2% | +5.4% |
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