+16.4%
DOCU vs WY
-6.3%
+22.7%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.1% | +3.1% | +3.2% |
| 7D | -0.4% | -5.1% | +4.6% | -0.6% |
| 30D | +12.9% | +9.0% | +3.9% | +13.6% |
| 3M | +35.1% | -16.7% | +51.8% | +32.5% |
| 6M | +76.2% | -10.3% | +86.4% | +76.2% |
| YTD | +17.2% | -10.5% | +27.7% | +14.8% |
| 1Y | +16.4% | -5.9% | +22.3% | +13.2% |
| All | +16.4% | -6.3% | +22.7% | +13.2% |
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