+72.2%
DOCU vs WSM
+1,012.9%
-940.7%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +2.1% | +1.6% | +2.9% |
| 7D | +6.9% | -3.3% | +10.2% | +8.2% |
| 30D | +19.0% | -8.4% | +27.4% | +23.0% |
| 3M | +34.3% | +9.7% | +24.6% | +29.3% |
| 6M | +48.0% | +16.7% | +31.3% | +38.1% |
| YTD | 0.0% | +28.7% | -28.7% | -10.7% |
| 1Y | -10.3% | +13.7% | -23.9% | -16.4% |
| 3Y | +32.4% | +230.1% | -197.7% | -28.0% |
| 5Y | -77.9% | +179.0% | -256.9% | -87.4% |
| All | +72.2% | +1,012.9% | -940.7% | -44.5% |
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