+98.6%
DOCU vs WSM
+1,169.3%
-1,070.7%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -4.2% | +2.3% | -0.4% |
| 7D | -3.2% | -0.5% | -2.7% | -3.2% |
| 30D | +15.7% | +7.1% | +8.6% | +12.5% |
| 3M | +37.3% | +4.5% | +32.8% | +34.3% |
| 6M | +63.1% | +44.4% | +18.8% | +40.1% |
| YTD | +15.4% | +46.8% | -31.4% | -2.5% |
| 1Y | +11.3% | +31.7% | -20.4% | -2.0% |
| 3Y | +92.1% | +250.6% | -158.5% | +2.7% |
| 5Y | -70.5% | +174.1% | -244.6% | -83.3% |
| All | +98.6% | +1,169.3% | -1,070.7% | -39.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling