+370.1%
WDC vs DOCU
+104.2%
+265.9%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.7% | +0.2% | -1.2% |
| 7D | -28.0% | -5.5% | -22.4% | -27.2% |
| 30D | -34.9% | +12.6% | -47.6% | -36.2% |
| 3M | -41.6% | +36.4% | -78.0% | -44.8% |
| 6M | -45.4% | +66.8% | -112.2% | -51.0% |
| YTD | +53.3% | +13.5% | +39.8% | +46.4% |
| 1Y | +61.5% | +11.3% | +50.2% | +54.5% |
| 3Y | +712.3% | +92.1% | +620.3% | +566.6% |
| 5Y | +524.2% | -71.0% | +595.2% | +560.4% |
| All | +370.1% | +104.2% | +265.9% | +176.2% |
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