-76.5%
DOCU vs WSM
+179.2%
-255.7%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +2.1% | +1.6% | +2.7% |
| 7D | +6.9% | -3.3% | +10.2% | +8.5% |
| 30D | +19.0% | -8.4% | +27.4% | +23.7% |
| 3M | +34.3% | +9.7% | +24.6% | +28.3% |
| 6M | +48.0% | +16.7% | +31.3% | +36.1% |
| YTD | 0.0% | +28.7% | -28.7% | -13.0% |
| 1Y | -10.3% | +13.7% | -23.9% | -17.6% |
| 3Y | +32.4% | +230.1% | -197.7% | -46.3% |
| All | -76.5% | +179.2% | -255.7% | -89.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling