+92.1%
DOCU vs WSM
+245.0%
-153.0%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.8% | +0.1% | -1.3% |
| 7D | -5.5% | +0.5% | -6.1% | -5.7% |
| 30D | +12.6% | +6.0% | +6.7% | +11.1% |
| 3M | +36.4% | +3.2% | +33.2% | +35.2% |
| 6M | +66.8% | +37.1% | +29.7% | +55.2% |
| YTD | +13.5% | +44.2% | -30.7% | +3.9% |
| 1Y | +11.3% | +34.2% | -22.9% | +3.6% |
| 3Y | +92.1% | +249.3% | -157.2% | +42.0% |
| All | +92.1% | +245.0% | -153.0% | +42.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling