+13.7%
DOCU vs WAB
+46.5%
-32.9%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.1% | -0.9% | +0.7% |
| 7D | -3.7% | +4.5% | -8.2% | -1.8% |
| 30D | +15.0% | +1.1% | +13.9% | +15.7% |
| 3M | +39.9% | -1.3% | +41.2% | +39.7% |
| 6M | +66.2% | +12.7% | +53.4% | +76.3% |
| YTD | +17.7% | +38.7% | -21.0% | +20.3% |
| 1Y | +13.7% | +44.9% | -31.3% | +11.0% |
| All | +13.7% | +46.5% | -32.9% | +11.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WAB.
Daily Out/Under-Performance
Portfolio return minus WAB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAB 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 WAB 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