+88.5%
WDC vs DOCU
+18.5%
+70.0%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +0.8% | -5.8% | -4.7% |
| 7D | +12.1% | +4.1% | +8.0% | +13.7% |
| 30D | -18.8% | +7.4% | -26.2% | -16.7% |
| 3M | -39.3% | +26.0% | -65.3% | -32.6% |
| 6M | -40.1% | +79.2% | -119.3% | -20.4% |
| YTD | +71.8% | +18.1% | +53.7% | +102.7% |
| 1Y | +88.5% | +20.5% | +68.0% | +125.4% |
| All | +88.5% | +18.5% | +70.0% | +125.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling