+36.6%
WAT vs DOCU
-9.0%
+45.6%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +3.7% | -4.7% | -1.3% |
| 7D | -1.3% | +6.9% | -8.2% | -1.7% |
| 30D | +2.3% | +19.0% | -16.6% | +1.1% |
| 3M | +8.7% | +34.3% | -25.6% | +6.8% |
| 6M | +28.3% | +48.0% | -19.7% | +25.2% |
| YTD | +7.8% | 0.0% | +7.8% | +6.4% |
| 1Y | +36.6% | -10.3% | +46.9% | +33.3% |
| All | +36.6% | -9.0% | +45.6% | +33.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCU.
Daily Out/Under-Performance
Portfolio return minus DOCU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCU 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 DOCU 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