+48.1%
WAT vs DOCU
+33.7%
+14.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +3.7% | -4.7% | -1.6% |
| 7D | -1.3% | +6.9% | -8.2% | -2.3% |
| 30D | +2.3% | +19.0% | -16.6% | -0.4% |
| 3M | +8.7% | +34.3% | -25.6% | +3.6% |
| 6M | +28.3% | +48.0% | -19.7% | +19.9% |
| YTD | +7.8% | 0.0% | +7.8% | +7.0% |
| 1Y | +36.6% | -10.3% | +46.9% | +37.4% |
| All | +48.1% | +33.7% | +14.5% | +22.7% |
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