+103.3%
DOCU vs WAB
+255.7%
-152.5%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.8% | +1.6% | +1.0% |
| 7D | +4.1% | +5.1% | -1.0% | +2.5% |
| 30D | +7.4% | +4.0% | +3.3% | +5.8% |
| 3M | +26.0% | +0.1% | +25.9% | +25.4% |
| 6M | +79.2% | +12.8% | +66.4% | +70.1% |
| YTD | +18.1% | +40.1% | -22.0% | +2.6% |
| 1Y | +20.5% | +46.4% | -25.9% | +3.1% |
| 3Y | +96.4% | +167.4% | -71.0% | +37.7% |
| 5Y | -69.5% | +215.0% | -284.5% | -79.6% |
| All | +103.3% | +255.7% | -152.5% | +52.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling