-10.3%
DOCU vs WING
-65.5%
+55.3%
-50.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -1.0% | +4.7% | +3.8% |
| 7D | +6.9% | -3.9% | +10.7% | +7.1% |
| 30D | +19.0% | -11.6% | +30.6% | +19.9% |
| 3M | +34.3% | -24.2% | +58.5% | +36.5% |
| 6M | +48.0% | -54.1% | +102.1% | +54.0% |
| YTD | 0.0% | -53.9% | +53.9% | +4.6% |
| 1Y | -10.3% | -64.4% | +54.1% | -9.6% |
| All | -10.3% | -65.5% | +55.3% | -9.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WING.
Daily Out/Under-Performance
Portfolio return minus WING return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WING 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 1y: compounded portfolio wealth divided by compounded WING 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…
1y analysis · Full analysis span regression · 6 months rolling