+72.2%
DOCU vs WCC
+521.7%
-449.5%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +3.9% | -0.2% | +2.8% |
| 7D | +6.9% | +4.5% | +2.4% | +5.8% |
| 30D | +19.0% | -5.8% | +24.8% | +20.4% |
| 3M | +34.3% | -3.7% | +38.0% | +34.0% |
| 6M | +48.0% | +23.1% | +25.0% | +36.6% |
| YTD | 0.0% | +44.2% | -44.1% | -12.1% |
| 1Y | -10.3% | +62.1% | -72.4% | -24.0% |
| 3Y | +32.4% | +121.1% | -88.7% | -0.8% |
| 5Y | -77.9% | +214.0% | -291.9% | -84.8% |
| All | +72.2% | +521.7% | -449.5% | +26.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling