+180.2%
WMB vs DOCU
-71.9%
+252.1%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -12.0% |
| 3M | -9.9% | +37.3% | -47.2% | -11.6% |
| 6M | -14.4% | +63.1% | -77.5% | -17.2% |
| YTD | +9.2% | +15.4% | -6.1% | +8.1% |
| 1Y | +15.1% | +11.3% | +3.8% | +14.1% |
| 3Y | +99.2% | +92.1% | +7.2% | +87.6% |
| 5Y | +180.2% | -70.5% | +250.7% | +173.1% |
| All | +180.2% | -71.9% | +252.1% | +173.1% |
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