+94.2%
DOCU vs WY
-23.3%
+117.5%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.7% | -0.5% | 0.0% |
| 7D | -4.8% | -0.8% | -4.0% | -4.6% |
| 30D | +9.4% | +10.6% | -1.2% | +6.3% |
| 3M | +29.0% | -16.6% | +45.7% | +35.4% |
| 6M | +62.3% | -8.6% | +70.9% | +65.6% |
| YTD | +13.7% | -8.4% | +22.1% | +13.9% |
| 1Y | +11.5% | -5.1% | +16.7% | +9.9% |
| 3Y | +94.2% | -21.9% | +116.1% | +103.7% |
| All | +94.2% | -23.3% | +117.5% | +103.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling