+316.0%
WMB vs DOCU
+111.8%
+204.1%
-67.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +0.2% | -6.5% | -6.4% |
| 7D | -8.6% | -3.7% | -4.9% | -8.4% |
| 30D | -4.2% | +15.0% | -19.1% | -5.1% |
| 3M | -4.4% | +39.9% | -44.3% | -6.8% |
| 6M | -8.7% | +66.2% | -74.8% | -12.4% |
| YTD | +15.4% | +17.7% | -2.3% | +13.4% |
| 1Y | +23.7% | +13.7% | +10.1% | +21.8% |
| 3Y | +110.4% | +95.9% | +14.5% | +95.3% |
| 5Y | +198.9% | -71.7% | +270.6% | +209.2% |
| All | +316.0% | +111.8% | +204.1% | +236.0% |
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