+129.3%
WFC vs DOCU
-78.0%
+207.3%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +3.7% | -2.8% | +0.4% |
| 7D | +3.8% | +6.9% | -3.1% | +2.8% |
| 30D | +1.5% | +19.0% | -17.5% | -1.2% |
| 3M | +10.9% | +34.3% | -23.4% | +5.7% |
| 6M | +8.4% | +48.0% | -39.6% | +1.4% |
| YTD | -1.9% | 0.0% | -1.9% | -3.0% |
| 1Y | +12.3% | -10.3% | +22.6% | +12.4% |
| 3Y | +132.3% | +32.4% | +99.9% | +114.6% |
| All | +129.3% | -78.0% | +207.3% | +136.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling