+732.9%
WDC vs DOCU
+80.0%
+652.8%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +3.7% | +2.2% | +5.3% |
| 7D | +1.7% | +6.9% | -5.1% | +0.6% |
| 30D | -10.0% | +19.0% | -29.0% | -12.8% |
| 3M | -18.8% | +34.3% | -53.0% | -23.8% |
| 6M | +79.0% | +48.0% | +31.0% | +63.2% |
| YTD | +171.6% | 0.0% | +171.5% | +165.4% |
| 1Y | +417.4% | -10.3% | +427.7% | +413.3% |
| 3Y | +1,251.8% | +32.4% | +1,219.4% | +1,095.0% |
| 5Y | +911.7% | -77.9% | +989.6% | +1,025.9% |
| All | +732.9% | +80.0% | +652.8% | +400.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling