+92.1%
DOCU vs WY
-25.3%
+117.4%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -3.0% | +1.3% | -0.9% |
| 7D | -5.5% | +3.1% | -8.6% | -6.4% |
| 30D | +12.6% | +13.0% | -0.3% | +8.8% |
| 3M | +36.4% | -16.8% | +53.2% | +43.2% |
| 6M | +66.8% | -11.2% | +78.0% | +71.6% |
| YTD | +13.5% | -9.1% | +22.5% | +13.9% |
| 1Y | +11.3% | -4.8% | +16.1% | +9.3% |
| 3Y | +92.1% | -25.3% | +117.3% | +106.1% |
| All | +92.1% | -25.3% | +117.4% | +106.1% |
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