+72.2%
DOCU vs WWD
+394.7%
-322.5%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.1% | +2.6% | +3.5% |
| 7D | +6.9% | +1.3% | +5.6% | +6.6% |
| 30D | +19.0% | -7.2% | +26.2% | +20.8% |
| 3M | +34.3% | -3.8% | +38.1% | +34.4% |
| 6M | +48.0% | -9.9% | +57.9% | +49.3% |
| YTD | 0.0% | +14.8% | -14.8% | -6.3% |
| 1Y | -10.3% | +42.1% | -52.3% | -21.4% |
| 3Y | +32.4% | +170.8% | -138.4% | -4.3% |
| 5Y | -77.9% | +197.5% | -275.4% | -84.8% |
| All | +72.2% | +394.7% | -322.5% | +4.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 10y: compounded portfolio wealth divided by compounded WWD 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…
10y analysis · Full analysis span regression · 6 months rolling