+351.3%
WMB vs DOCU
+80.0%
+271.2%
-67.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.7% | -3.6% | -0.1% |
| 7D | +0.6% | +6.9% | -6.3% | +0.1% |
| 30D | +3.3% | +19.0% | -15.7% | +1.9% |
| 3M | +3.1% | +34.3% | -31.2% | +0.7% |
| 6M | -0.7% | +48.0% | -48.7% | -4.1% |
| YTD | +25.2% | 0.0% | +25.1% | +24.5% |
| 1Y | +32.9% | -10.3% | +43.1% | +33.1% |
| 3Y | +140.6% | +32.4% | +108.2% | +130.1% |
| 5Y | +273.5% | -77.9% | +351.4% | +294.2% |
| All | +351.3% | +80.0% | +271.2% | +269.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling