+377.0%
WDC vs DOCU
+107.7%
+269.3%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.4% | -2.0% | -15.4% | -17.0% |
| 7D | -32.3% | -3.2% | -29.1% | -31.9% |
| 30D | -34.9% | +15.7% | -50.6% | -36.5% |
| 3M | -48.4% | +37.3% | -85.7% | -51.3% |
| 6M | -42.4% | +63.1% | -105.6% | -48.1% |
| YTD | +55.5% | +15.4% | +40.1% | +48.1% |
| 1Y | +67.5% | +11.3% | +56.2% | +60.3% |
| 3Y | +727.3% | +92.1% | +635.2% | +579.3% |
| 5Y | +533.3% | -70.5% | +603.8% | +568.2% |
| All | +377.0% | +107.7% | +269.3% | +179.5% |
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 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