+98.6%
DOCU vs WY
-18.0%
+116.7%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.6% | -1.4% | -1.8% |
| 7D | -3.2% | +9.5% | -12.7% | -6.5% |
| 30D | +15.7% | +16.3% | -0.6% | +9.2% |
| 3M | +37.3% | -15.5% | +52.8% | +45.5% |
| 6M | +63.1% | -7.1% | +70.2% | +66.1% |
| YTD | +15.4% | -6.3% | +21.6% | +15.6% |
| 1Y | +11.3% | -0.3% | +11.6% | +8.6% |
| 3Y | +92.1% | -23.5% | +115.6% | +105.6% |
| 5Y | -70.5% | -31.1% | -39.4% | -66.5% |
| All | +98.6% | -18.0% | +116.7% | +124.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling