+72.2%
DOCU vs WU
-37.9%
+110.1%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -1.0% | +4.7% | +4.0% |
| 7D | +6.9% | -0.8% | +7.7% | +7.2% |
| 30D | +19.0% | -1.1% | +20.1% | +19.5% |
| 3M | +34.3% | -3.9% | +38.2% | +34.8% |
| 6M | +48.0% | -20.7% | +68.7% | +58.7% |
| YTD | 0.0% | -18.4% | +18.4% | +6.0% |
| 1Y | -10.3% | -8.1% | -2.2% | -9.6% |
| 3Y | +32.4% | -24.2% | +56.6% | +40.2% |
| 5Y | -77.9% | -50.4% | -27.5% | -73.6% |
| All | +72.2% | -37.9% | +110.1% | +58.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling