-10.3%
DOCU vs WY
-5.4%
-4.9%
-50.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.1% | +3.8% | +3.7% |
| 7D | +6.9% | -2.6% | +9.5% | +6.8% |
| 30D | +19.0% | -10.9% | +29.9% | +18.5% |
| 3M | +34.3% | -6.0% | +40.3% | +33.6% |
| 6M | +48.0% | -5.6% | +53.7% | +47.7% |
| YTD | 0.0% | -1.1% | +1.2% | -1.8% |
| 1Y | -10.3% | -7.5% | -2.8% | -7.7% |
| All | -10.3% | -5.4% | -4.9% | -7.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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