+98.6%
DOCU vs WCC
+407.5%
-308.8%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -9.6% | +7.6% | +0.2% |
| 7D | -3.2% | -21.9% | +18.7% | +1.9% |
| 30D | +15.7% | -25.4% | +41.1% | +22.6% |
| 3M | +37.3% | -23.1% | +60.4% | +43.7% |
| 6M | +63.1% | -18.1% | +81.2% | +65.9% |
| YTD | +15.4% | +17.7% | -2.3% | +4.9% |
| 1Y | +11.3% | +12.4% | -1.1% | +2.3% |
| 3Y | +92.1% | +105.9% | -13.8% | +44.2% |
| 5Y | -70.5% | +116.8% | -187.3% | -78.6% |
| All | +98.6% | +407.5% | -308.8% | +51.1% |
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