+391.1%
WMT vs DOCU
+104.6%
+286.4%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.1% | +0.1% |
| 7D | -1.6% | -4.8% | +3.2% | -1.3% |
| 30D | +12.9% | +9.4% | +3.5% | +12.3% |
| 3M | +12.6% | +29.0% | -16.4% | +10.8% |
| 6M | -3.4% | +62.3% | -65.7% | -6.4% |
| YTD | +13.5% | +13.7% | -0.2% | +12.2% |
| 1Y | +23.5% | +11.5% | +12.0% | +22.2% |
| 3Y | +137.3% | +94.2% | +43.2% | +124.0% |
| 5Y | +167.9% | -71.7% | +239.7% | +178.6% |
| All | +391.1% | +104.6% | +286.4% | +320.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling