+16.4%
DOCU vs WTW
+5.2%
+11.2%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.4% | +2.8% | +3.1% |
| 7D | -0.4% | -0.9% | +0.5% | -0.1% |
| 30D | +12.9% | +12.0% | +1.0% | +8.8% |
| 3M | +35.1% | -2.1% | +37.1% | +35.2% |
| 6M | +76.2% | +34.8% | +41.4% | +60.1% |
| YTD | +17.2% | +2.7% | +14.4% | +10.4% |
| 1Y | +16.4% | +5.1% | +11.3% | +8.4% |
| All | +16.4% | +5.2% | +11.2% | +8.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 WTW 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