+55.3%
WDAY vs DOCU
+104.2%
-49.0%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.7% | -2.0% | -3.0% |
| 7D | -2.5% | -5.5% | +3.1% | -0.4% |
| 30D | +4.7% | +12.6% | -8.0% | +0.2% |
| 3M | +13.3% | +36.4% | -23.1% | +1.1% |
| 6M | +57.3% | +66.8% | -9.5% | +31.7% |
| YTD | -10.2% | +13.5% | -23.7% | -14.3% |
| 1Y | -14.1% | +11.3% | -25.4% | -17.7% |
| 3Y | -11.7% | +92.1% | -103.7% | -33.4% |
| 5Y | -33.5% | -71.0% | +37.5% | -20.0% |
| All | +55.3% | +104.2% | -49.0% | -15.8% |
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 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