+6.3%
WBD vs DOCU
+647.7%
-641.4%
-69.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.3% | -0.9% | -0.5% |
| 7D | +4.7% | +3.0% | +1.8% | +4.7% |
| 30D | -2.6% | +10.9% | -13.5% | -2.7% |
| 3M | -10.2% | -5.9% | -4.2% | -10.2% |
| 6M | -30.3% | +39.1% | -69.3% | -30.3% |
| YTD | -15.4% | +27.8% | -43.2% | -15.6% |
| 1Y | +24.0% | +20.9% | +3.1% | +23.8% |
| 3Y | -21.2% | +563.5% | -584.7% | -39.3% |
| All | +6.3% | +647.7% | -641.4% | -8.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling