+101.7%
DOCU vs WCN
+182.8%
-81.1%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -0.9% | -0.5% |
| 7D | +1.6% | +1.2% | +0.4% | +0.9% |
| 30D | +10.8% | +26.4% | -15.6% | -3.5% |
| 3M | +38.0% | +17.5% | +20.4% | +25.2% |
| 6M | +77.4% | +28.7% | +48.7% | +52.4% |
| YTD | +17.2% | +11.5% | +5.7% | +8.6% |
| 1Y | +15.6% | +15.9% | -0.3% | +4.4% |
| 3Y | +95.6% | +51.6% | +44.0% | +44.1% |
| 5Y | -69.7% | +47.9% | -117.7% | -77.4% |
| All | +101.7% | +182.8% | -81.1% | -13.1% |
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