+140.0%
WBD vs DOCU
-9.0%
+149.1%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +3.7% | -4.1% | -0.7% |
| 7D | -1.8% | +6.9% | -8.7% | -2.2% |
| 30D | +8.8% | +19.0% | -10.2% | +7.4% |
| 3M | +4.6% | +34.3% | -29.7% | +2.5% |
| 6M | +1.1% | +48.0% | -46.9% | -2.0% |
| YTD | -2.0% | 0.0% | -2.0% | +0.7% |
| 1Y | +140.0% | -10.3% | +150.3% | +152.1% |
| All | +140.0% | -9.0% | +149.1% | +152.1% |
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