+140.8%
WEC vs DOCU
+111.8%
+29.0%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.2% | +2.2% | +2.3% |
| 7D | +6.9% | -3.7% | +10.6% | +6.9% |
| 30D | +16.6% | +15.0% | +1.6% | +16.6% |
| 3M | +9.1% | +39.9% | -30.9% | +9.0% |
| 6M | +3.2% | +66.2% | -63.0% | +3.1% |
| YTD | +14.9% | +17.7% | -2.8% | +15.0% |
| 1Y | +9.2% | +13.7% | -4.5% | +9.3% |
| 3Y | +56.6% | +95.9% | -39.3% | +55.5% |
| 5Y | +56.1% | -71.7% | +127.8% | +53.1% |
| All | +140.8% | +111.8% | +29.0% | +127.0% |
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