+63.1%
DOCU vs WAB
+5.8%
+57.3%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -5.6% | +3.6% | -4.8% |
| 7D | -3.2% | -2.5% | -0.7% | -4.2% |
| 30D | +15.7% | -4.4% | +20.0% | +13.4% |
| 3M | +37.3% | -5.9% | +43.2% | +33.5% |
| 6M | +63.1% | +5.9% | +57.2% | +73.7% |
| All | +63.1% | +5.8% | +57.3% | +73.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling