+62.5%
WDAY vs DOCU
+111.8%
-49.4%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.2% | +1.8% | +1.9% |
| 7D | -1.2% | -3.7% | +2.5% | +0.2% |
| 30D | +6.8% | +15.0% | -8.1% | +1.5% |
| 3M | +17.8% | +39.9% | -22.1% | +4.2% |
| 6M | +57.8% | +66.2% | -8.3% | +32.2% |
| YTD | -6.0% | +17.7% | -23.7% | -11.5% |
| 1Y | -13.5% | +13.7% | -27.2% | -17.9% |
| 3Y | -7.6% | +95.9% | -103.5% | -30.8% |
| 5Y | -30.5% | -71.7% | +41.2% | -15.9% |
| All | +62.5% | +111.8% | -49.4% | -13.1% |
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 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