+95.3%
DOCU vs WING
-18.5%
+113.8%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.1% | -0.8% | -1.9% |
| 7D | -3.2% | +14.0% | -17.2% | -4.5% |
| 30D | +15.7% | +47.7% | -32.0% | +11.0% |
| 3M | +37.3% | +34.2% | +3.1% | +32.7% |
| 6M | +63.1% | +13.6% | +49.6% | +60.0% |
| YTD | +15.4% | -30.0% | +45.4% | +19.3% |
| 1Y | +11.3% | -33.9% | +45.2% | +15.8% |
| All | +95.3% | -18.5% | +113.8% | +67.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling