+92.1%
DOCU vs WCN
+45.2%
+46.9%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.4% | -0.3% | -1.2% |
| 7D | -5.5% | +2.9% | -8.5% | -6.5% |
| 30D | +12.6% | +22.1% | -9.5% | +5.3% |
| 3M | +36.4% | +13.2% | +23.2% | +30.7% |
| 6M | +66.8% | +23.7% | +43.1% | +55.9% |
| YTD | +13.5% | +8.7% | +4.7% | +10.2% |
| 1Y | +11.3% | +15.3% | -4.0% | +5.7% |
| 3Y | +92.1% | +46.0% | +46.1% | +53.3% |
| All | +92.1% | +45.2% | +46.9% | +53.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling