+293.9%
WMB vs DOCU
+107.7%
+186.2%
-67.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -2.0% | -3.4% | -5.2% |
| 7D | -14.2% | -3.2% | -11.0% | -14.0% |
| 30D | -11.2% | +15.7% | -26.9% | -12.2% |
| 3M | -9.9% | +37.3% | -47.2% | -12.1% |
| 6M | -14.4% | +63.1% | -77.5% | -17.8% |
| YTD | +9.2% | +15.4% | -6.1% | +7.5% |
| 1Y | +15.1% | +11.3% | +3.8% | +13.5% |
| 3Y | +99.2% | +92.1% | +7.2% | +85.1% |
| 5Y | +180.2% | -70.5% | +250.7% | +188.7% |
| All | +293.9% | +107.7% | +186.2% | +218.6% |
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 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