+38.0%
WBD vs DOCU
-0.7%
+38.7%
-10.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.7% | +44.7% | -31.0% | +4.1% |
| 7D | +13.7% | +44.7% | -31.0% | +4.1% |
| 30D | +13.7% | +44.7% | -31.0% | +4.1% |
| 3M | +13.7% | +44.7% | -31.0% | +4.1% |
| 6M | +13.3% | +44.8% | -31.5% | +3.8% |
| YTD | +7.4% | +2.4% | +5.0% | -0.1% |
| All | +38.0% | -0.7% | +38.7% | +27.8% |
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 · Available span rolling