+125.4%
WFC vs DOCU
+94.9%
+30.5%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.2% | +2.0% | +2.2% |
| 7D | +4.5% | -3.7% | +8.2% | +5.0% |
| 30D | +7.4% | +15.0% | -7.6% | +5.4% |
| 3M | -0.5% | +39.9% | -40.4% | -5.0% |
| 6M | +11.7% | +66.2% | -54.5% | +3.4% |
| YTD | -4.6% | +17.7% | -22.3% | -7.4% |
| 1Y | +2.5% | +13.7% | -11.2% | +0.1% |
| All | +125.4% | +94.9% | +30.5% | +100.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling