+15.1%
WMB vs DOCU
+11.4%
+3.7%
-17.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -2.0% | -3.4% | -5.6% |
| 7D | -14.2% | -3.2% | -11.0% | -14.5% |
| 30D | -11.2% | +15.7% | -26.9% | -9.7% |
| 3M | -9.9% | +37.3% | -47.2% | -6.4% |
| 6M | -14.4% | +63.1% | -77.5% | -9.3% |
| YTD | +9.2% | +15.4% | -6.1% | +17.6% |
| 1Y | +15.1% | +11.3% | +3.8% | +25.1% |
| All | +15.1% | +11.4% | +3.7% | +25.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling