+149.6%
WAT vs DOCU
+104.4%
+45.2%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.1% | -0.1% | -0.2% |
| 7D | +3.4% | -3.4% | +6.8% | +3.9% |
| 30D | +9.6% | +9.3% | +0.4% | +8.3% |
| 3M | +15.5% | +30.2% | -14.7% | +11.1% |
| 6M | +33.9% | +62.1% | -28.2% | +24.6% |
| YTD | +25.2% | +13.5% | +11.7% | +21.5% |
| 1Y | +26.3% | +11.5% | +14.8% | +22.7% |
| 3Y | +85.8% | +89.5% | -3.7% | +64.3% |
| 5Y | +35.3% | -69.6% | +104.9% | +38.4% |
| All | +149.6% | +104.4% | +45.2% | +89.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling