+102.4%
WFC vs DOCU
+104.2%
-1.8%
-61.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.7% | +0.6% | -0.8% |
| 7D | +0.6% | -5.5% | +6.2% | +1.3% |
| 30D | +4.6% | +12.6% | -8.1% | +3.2% |
| 3M | -3.6% | +36.4% | -40.0% | -7.1% |
| 6M | +5.6% | +66.8% | -61.2% | -0.9% |
| YTD | -8.5% | +13.5% | -21.9% | -10.7% |
| 1Y | -0.3% | +11.3% | -11.6% | -2.6% |
| 3Y | +116.4% | +92.1% | +24.4% | +96.8% |
| 5Y | +87.2% | -71.0% | +158.2% | +86.7% |
| All | +102.4% | +104.2% | -1.8% | +54.9% |
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