+198.9%
WMB vs DOCU
-71.6%
+270.5%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +0.2% | -6.5% | -6.4% |
| 7D | -8.6% | -3.7% | -4.9% | -8.5% |
| 30D | -4.2% | +15.0% | -19.1% | -4.9% |
| 3M | -4.4% | +39.9% | -44.3% | -6.4% |
| 6M | -8.7% | +66.2% | -74.8% | -11.7% |
| YTD | +15.4% | +17.7% | -2.3% | +14.1% |
| 1Y | +23.7% | +13.7% | +10.1% | +22.6% |
| 3Y | +110.4% | +95.9% | +14.5% | +98.1% |
| 5Y | +198.9% | -71.7% | +270.6% | +190.1% |
| All | +198.9% | -71.6% | +270.5% | +190.1% |
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