+11.3%
YUM vs DOCU
+10.1%
+1.2%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.7% | -1.3% | -3.0% |
| 7D | +3.7% | -5.5% | +9.2% | +3.6% |
| 30D | +14.8% | +12.6% | +2.2% | +15.1% |
| 3M | +6.4% | +36.4% | -30.0% | +7.3% |
| 6M | +4.3% | +66.8% | -62.5% | +5.6% |
| YTD | +8.1% | +13.5% | -5.4% | +11.4% |
| 1Y | +11.3% | +11.3% | 0.0% | +14.8% |
| All | +11.3% | +10.1% | +1.2% | +14.8% |
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