+35.1%
YUM vs DOCU
+87.9%
-52.8%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.7% | -1.3% | -2.9% |
| 7D | +3.7% | -5.5% | +9.2% | +3.8% |
| 30D | +14.8% | +12.6% | +2.2% | +14.6% |
| 3M | +6.4% | +36.4% | -30.0% | +5.8% |
| 6M | +4.3% | +66.8% | -62.5% | +3.2% |
| YTD | +8.1% | +13.5% | -5.4% | +8.2% |
| 1Y | +11.3% | +11.3% | 0.0% | +11.5% |
| 3Y | +35.1% | +92.1% | -56.9% | +25.1% |
| All | +35.1% | +87.9% | -52.8% | +25.1% |
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