+85.4%
WAT vs DOCU
+94.9%
-9.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.2% | +1.5% | +1.7% |
| 7D | -1.9% | -3.7% | +1.8% | -1.5% |
| 30D | +6.2% | +15.0% | -8.7% | +4.2% |
| 3M | +18.1% | +39.9% | -21.8% | +12.3% |
| 6M | +54.9% | +66.2% | -11.3% | +43.1% |
| YTD | +23.1% | +17.7% | +5.4% | +19.4% |
| 1Y | +27.3% | +13.7% | +13.6% | +24.0% |
| All | +85.4% | +94.9% | -9.5% | +57.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling