+63.3%
WM vs DOCU
-71.9%
+135.2%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -2.0% | +3.1% | +1.2% |
| 7D | +4.5% | -3.2% | +7.7% | +4.6% |
| 30D | +16.1% | +15.7% | +0.4% | +15.5% |
| 3M | +8.0% | +37.3% | -29.2% | +6.8% |
| 6M | +8.4% | +63.1% | -54.7% | +6.4% |
| YTD | +11.2% | +15.4% | -4.2% | +10.3% |
| 1Y | +22.3% | +11.3% | +11.0% | +21.4% |
| 3Y | +50.2% | +92.1% | -41.8% | +45.0% |
| 5Y | +63.3% | -70.5% | +133.8% | +60.6% |
| All | +63.3% | -71.9% | +135.2% | +60.6% |
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