-10.3%
DOCU vs WSM
+19.9%
-30.1%
-50.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +2.1% | +1.6% | +3.3% |
| 7D | +6.9% | -3.3% | +10.2% | +7.4% |
| 30D | +19.0% | -8.4% | +27.4% | +20.7% |
| 3M | +34.3% | +9.7% | +24.6% | +33.0% |
| 6M | +48.0% | +16.7% | +31.3% | +45.6% |
| YTD | 0.0% | +28.7% | -28.7% | -2.4% |
| 1Y | -10.3% | +13.7% | -23.9% | -13.4% |
| All | -10.3% | +19.9% | -30.1% | -13.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WSM.
Daily Out/Under-Performance
Portfolio return minus WSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WSM 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 WSM 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