+95.3%
DOCU vs WCC
+418.5%
-323.1%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +2.2% | -3.8% | -2.1% |
| 7D | -5.5% | -14.7% | +9.1% | -2.5% |
| 30D | +12.6% | -20.1% | +32.7% | +17.6% |
| 3M | +36.4% | -21.2% | +57.6% | +42.0% |
| 6M | +66.8% | -19.2% | +86.0% | +70.5% |
| YTD | +13.5% | +20.2% | -6.8% | +2.7% |
| 1Y | +11.3% | +14.5% | -3.2% | +1.9% |
| 3Y | +92.1% | +115.1% | -23.1% | +42.7% |
| 5Y | -71.0% | +121.5% | -192.5% | -79.0% |
| All | +95.3% | +418.5% | -323.1% | +47.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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