+116.0%
WEC vs DOCU
+80.0%
+36.0%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +3.7% | -4.4% | -0.7% |
| 7D | -0.3% | +6.9% | -7.2% | -0.3% |
| 30D | -1.3% | +19.0% | -20.3% | -1.3% |
| 3M | -3.9% | +34.3% | -38.2% | -4.0% |
| 6M | -8.3% | +48.0% | -56.3% | -8.4% |
| YTD | +3.1% | 0.0% | +3.0% | +3.2% |
| 1Y | +1.9% | -10.3% | +12.2% | +2.1% |
| 3Y | +41.9% | +32.4% | +9.5% | +41.2% |
| 5Y | +30.8% | -77.9% | +108.7% | +28.3% |
| All | +116.0% | +80.0% | +36.0% | +103.6% |
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 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