+292.8%
WMB vs DOCU
+104.2%
+188.6%
-67.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.7% | +1.4% | -0.2% |
| 7D | -13.8% | -5.5% | -8.3% | -13.5% |
| 30D | -10.3% | +12.6% | -23.0% | -11.1% |
| 3M | -10.1% | +36.4% | -46.5% | -12.2% |
| 6M | -11.8% | +66.8% | -78.6% | -15.5% |
| YTD | +8.9% | +13.5% | -4.5% | +7.3% |
| 1Y | +14.0% | +11.3% | +2.7% | +12.4% |
| 3Y | +100.5% | +92.1% | +8.5% | +86.3% |
| 5Y | +179.5% | -71.0% | +250.5% | +188.3% |
| All | +292.8% | +104.2% | +188.6% | +218.1% |
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 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