+95.5%
DOCU vs WCC
+461.0%
-365.5%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.1% | -0.2% | -0.1% |
| 7D | -3.4% | -9.9% | +6.6% | -1.4% |
| 30D | +9.3% | -13.4% | +22.7% | +12.0% |
| 3M | +30.2% | -13.5% | +43.7% | +32.7% |
| 6M | +62.1% | -10.6% | +72.7% | +61.9% |
| YTD | +13.5% | +30.1% | -16.5% | +0.9% |
| 1Y | +11.5% | +22.3% | -10.8% | +0.6% |
| 3Y | +89.5% | +130.3% | -40.8% | +38.6% |
| 5Y | -69.6% | +144.5% | -214.1% | -78.5% |
| All | +95.5% | +461.0% | -365.5% | +45.3% |
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