+16.4%
DOCU vs WU
-15.1%
+31.5%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -3.0% | +6.2% | +4.1% |
| 7D | -0.4% | +2.1% | -2.6% | -1.3% |
| 30D | +12.9% | +10.1% | +2.8% | +9.2% |
| 3M | +35.1% | -1.1% | +36.2% | +35.3% |
| 6M | +76.2% | -19.8% | +96.0% | +84.5% |
| YTD | +17.2% | -20.8% | +37.9% | +22.3% |
| 1Y | +16.4% | -15.1% | +31.5% | +19.7% |
| All | +16.4% | -15.1% | +31.5% | +19.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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