+72.2%
DOCU vs WY
-12.8%
+84.9%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.8% | +2.9% | +3.4% |
| 7D | +6.9% | -1.7% | +8.6% | +7.6% |
| 30D | +19.0% | -10.1% | +29.1% | +23.7% |
| 3M | +34.3% | -5.1% | +39.4% | +36.7% |
| 6M | +48.0% | -4.8% | +52.8% | +49.3% |
| YTD | 0.0% | -0.2% | +0.3% | -1.7% |
| 1Y | -10.3% | -6.6% | -3.7% | -9.6% |
| 3Y | +32.4% | -22.7% | +55.1% | +41.8% |
| 5Y | -77.9% | -22.2% | -55.7% | -75.8% |
| All | +72.2% | -12.8% | +84.9% | +91.1% |
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 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