+822.0%
WDC vs DOCU
+96.5%
+725.4%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +3.2% | +5.1% | +8.3% |
| 7D | -3.2% | -0.4% | -2.8% | -3.3% |
| 30D | -19.0% | +12.9% | -32.0% | -19.1% |
| 3M | -28.4% | +35.1% | -63.5% | -28.7% |
| 6M | -39.2% | +76.2% | -115.4% | -40.4% |
| YTD | +82.1% | +17.2% | +64.9% | +88.4% |
| 1Y | +84.7% | +16.4% | +68.2% | +90.8% |
| All | +822.0% | +96.5% | +725.4% | +737.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling