+30.9%
DOCU vs WCC
+124.0%
-93.1%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +3.9% | -0.2% | +3.0% |
| 7D | +6.9% | +4.5% | +2.4% | +6.1% |
| 30D | +19.0% | -5.8% | +24.8% | +20.1% |
| 3M | +34.3% | -3.7% | +38.0% | +34.4% |
| 6M | +48.0% | +23.1% | +25.0% | +37.1% |
| YTD | 0.0% | +44.2% | -44.1% | -12.6% |
| 1Y | -10.3% | +62.1% | -72.4% | -25.0% |
| All | +30.9% | +124.0% | -93.1% | -15.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling