+10.6%
YUM vs DOCU
+10.8%
-0.2%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.3% | -0.2% |
| 7D | +2.1% | -4.8% | +6.9% | +2.0% |
| 30D | +11.1% | +9.4% | +1.7% | +11.3% |
| 3M | +7.3% | +29.0% | -21.8% | +8.0% |
| 6M | +6.9% | +62.3% | -55.4% | +8.1% |
| YTD | +7.9% | +13.7% | -5.8% | +11.3% |
| All | +10.6% | +10.8% | -0.2% | +14.0% |
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