+141.2%
WEC vs DOCU
+107.7%
+33.5%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.0% | +2.1% | +0.2% |
| 7D | +3.2% | -3.2% | +6.4% | +3.2% |
| 30D | +14.7% | +15.7% | -1.0% | +14.6% |
| 3M | +10.2% | +37.3% | -27.0% | +10.2% |
| 6M | +4.5% | +63.1% | -58.7% | +4.4% |
| YTD | +15.1% | +15.4% | -0.3% | +15.2% |
| 1Y | +9.4% | +11.3% | -1.9% | +9.6% |
| 3Y | +56.9% | +92.1% | -35.2% | +55.7% |
| 5Y | +54.4% | -70.5% | +124.9% | +51.5% |
| All | +141.2% | +107.7% | +33.5% | +127.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling