+61.5%
WDC vs DOCU
+10.1%
+51.5%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.7% | +0.2% | -2.0% |
| 7D | -28.0% | -5.5% | -22.4% | -29.6% |
| 30D | -34.9% | +12.6% | -47.6% | -31.7% |
| 3M | -41.6% | +36.4% | -78.0% | -33.0% |
| 6M | -45.4% | +66.8% | -112.2% | -29.7% |
| YTD | +53.3% | +13.5% | +39.8% | +80.6% |
| 1Y | +61.5% | +11.3% | +50.2% | +90.4% |
| All | +61.5% | +10.1% | +51.5% | +90.4% |
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