+103.6%
WFC vs DOCU
+104.2%
-0.6%
-61.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.7% | +1.2% | -0.2% |
| 7D | +1.2% | -5.5% | +6.8% | +1.9% |
| 30D | +5.2% | +12.6% | -7.4% | +3.8% |
| 3M | -3.0% | +36.4% | -39.4% | -6.5% |
| 6M | +6.2% | +66.8% | -60.6% | -0.3% |
| YTD | -7.9% | +13.5% | -21.4% | -10.2% |
| 1Y | +0.3% | +11.3% | -11.0% | -2.0% |
| 3Y | +117.7% | +92.1% | +25.7% | +98.0% |
| 5Y | +88.4% | -71.0% | +159.3% | +87.8% |
| All | +103.6% | +104.2% | -0.6% | +55.8% |
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 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