+7.0%
WMT vs DOCU
-9.0%
+16.1%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +3.7% | -4.9% | -1.0% |
| 7D | +3.9% | +6.9% | -3.0% | +4.2% |
| 30D | -4.4% | +19.0% | -23.4% | -3.6% |
| 3M | -8.8% | +34.3% | -43.1% | -7.4% |
| 6M | -15.6% | +48.0% | -63.6% | -13.4% |
| YTD | -3.2% | 0.0% | -3.2% | -1.4% |
| 1Y | +7.0% | -10.3% | +17.3% | +9.7% |
| All | +7.0% | -9.0% | +16.1% | +9.7% |
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