+89.2%
WFC vs DOCU
-71.9%
+161.0%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -2.0% | -1.0% | -2.7% |
| 7D | 0.0% | -3.2% | +3.2% | +0.4% |
| 30D | +4.0% | +15.7% | -11.6% | +1.9% |
| 3M | -4.4% | +37.3% | -41.6% | -8.9% |
| 6M | +7.4% | +63.1% | -55.8% | -0.8% |
| YTD | -7.5% | +15.4% | -22.9% | -10.5% |
| 1Y | -0.3% | +11.3% | -11.7% | -3.2% |
| 3Y | +117.2% | +92.1% | +25.1% | +90.2% |
| 5Y | +89.2% | -70.5% | +159.7% | +85.1% |
| All | +89.2% | -71.9% | +161.0% | +85.1% |
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