-71.7%
DOCU vs WCC
+117.0%
-188.6%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +2.2% | -3.8% | -2.3% |
| 7D | -5.5% | -14.7% | +9.1% | -1.2% |
| 30D | +12.6% | -20.1% | +32.7% | +19.5% |
| 3M | +36.4% | -21.2% | +57.6% | +44.2% |
| 6M | +66.8% | -19.2% | +86.0% | +71.5% |
| YTD | +13.5% | +20.2% | -6.8% | -3.8% |
| 1Y | +11.3% | +14.5% | -3.2% | -3.9% |
| 3Y | +92.1% | +115.1% | -23.1% | +10.7% |
| All | -71.7% | +117.0% | -188.6% | -85.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling