+55.3%
WEC vs DOCU
-68.9%
+124.2%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +3.2% | -2.8% | +0.4% |
| 7D | -0.5% | -0.4% | -0.1% | -0.5% |
| 30D | +12.0% | +12.9% | -1.0% | +12.0% |
| 3M | +11.1% | +35.1% | -24.0% | +11.0% |
| 6M | +6.0% | +76.2% | -70.2% | +5.8% |
| YTD | +14.3% | +17.2% | -2.9% | +14.5% |
| 1Y | +8.0% | +16.4% | -8.4% | +8.2% |
| 3Y | +62.8% | +95.6% | -32.7% | +60.7% |
| 5Y | +55.3% | -68.5% | +123.8% | +44.6% |
| All | +55.3% | -68.9% | +124.2% | +44.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling