+57.6%
WDAY vs DOCU
+80.0%
-22.4%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +3.7% | -9.1% | -6.7% |
| 7D | -4.4% | +6.9% | -11.3% | -6.9% |
| 30D | +14.7% | +19.0% | -4.3% | +7.8% |
| 3M | +32.4% | +34.3% | -1.9% | +19.5% |
| 6M | +36.9% | +48.0% | -11.1% | +20.2% |
| YTD | -8.8% | 0.0% | -8.9% | -8.8% |
| 1Y | -15.3% | -10.3% | -5.0% | -12.6% |
| 3Y | -21.2% | +32.4% | -53.6% | -32.4% |
| 5Y | -29.5% | -77.9% | +48.4% | -6.6% |
| All | +57.6% | +80.0% | -22.4% | -10.5% |
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