-5.3%
WBD vs DOCU
+83.4%
-88.8%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | 0.0% | +1.2% | +1.1% |
| 7D | +1.0% | -4.7% | +5.7% | +1.8% |
| 30D | +26.7% | -2.6% | +29.3% | +27.3% |
| 3M | +91.1% | -1.1% | +92.3% | +91.1% |
| 6M | +164.8% | -15.2% | +180.1% | +170.2% |
| YTD | +114.5% | -22.5% | +137.0% | +122.2% |
| 1Y | +141.9% | -8.9% | +150.8% | +142.2% |
| 3Y | +120.7% | +64.0% | +56.8% | +99.0% |
| 5Y | +8.3% | -69.9% | +78.2% | +2.9% |
| All | -5.3% | +83.4% | -88.8% | -21.9% |
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