+95.3%
DOCU vs WCN
+175.8%
-80.4%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.4% | -0.3% | -0.9% |
| 7D | -5.5% | +2.9% | -8.5% | -7.1% |
| 30D | +12.6% | +22.1% | -9.5% | 0.0% |
| 3M | +36.4% | +13.2% | +23.2% | +26.5% |
| 6M | +66.8% | +23.7% | +43.1% | +46.7% |
| YTD | +13.5% | +8.7% | +4.7% | +6.7% |
| 1Y | +11.3% | +15.3% | -4.0% | +0.7% |
| 3Y | +92.1% | +46.0% | +46.0% | +44.8% |
| 5Y | -71.0% | +45.9% | -116.9% | -78.2% |
| All | +95.3% | +175.8% | -80.4% | -14.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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