+477.1%
WDC vs DOCU
+111.8%
+365.3%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +0.2% | -6.9% | -6.8% |
| 7D | -18.3% | -3.7% | -14.6% | -17.8% |
| 30D | -26.7% | +15.0% | -41.6% | -28.4% |
| 3M | -40.9% | +39.9% | -80.9% | -44.5% |
| 6M | -26.8% | +66.2% | -92.9% | -34.2% |
| YTD | +88.2% | +17.7% | +70.5% | +78.5% |
| 1Y | +113.2% | +13.7% | +99.5% | +103.2% |
| 3Y | +901.0% | +95.9% | +805.1% | +718.8% |
| 5Y | +682.2% | -71.7% | +753.9% | +731.4% |
| All | +477.1% | +111.8% | +365.3% | +236.8% |
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