-71.7%
DOCU vs WING
+4.1%
-75.7%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.5% | -0.2% | -1.2% |
| 7D | -5.5% | +9.0% | -14.6% | -8.1% |
| 30D | +12.6% | +39.9% | -27.3% | +1.0% |
| 3M | +36.4% | +40.4% | -4.0% | +20.2% |
| 6M | +66.8% | +12.9% | +53.9% | +55.2% |
| YTD | +13.5% | -31.1% | +44.5% | +21.3% |
| 1Y | +11.3% | -32.7% | +44.0% | +19.5% |
| 3Y | +92.1% | -19.8% | +111.9% | +49.5% |
| All | -71.7% | +4.1% | -75.7% | -80.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling