+390.5%
WMT vs DOCU
+104.2%
+286.3%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.7% | -0.1% | -1.6% |
| 7D | +1.6% | -5.5% | +7.2% | +2.0% |
| 30D | +16.1% | +12.6% | +3.4% | +15.2% |
| 3M | +12.3% | +36.4% | -24.1% | +10.1% |
| 6M | -3.1% | +66.8% | -69.9% | -6.2% |
| YTD | +13.4% | +13.5% | -0.1% | +12.1% |
| 1Y | +24.5% | +11.3% | +13.2% | +23.1% |
| 3Y | +135.7% | +92.1% | +43.6% | +122.6% |
| 5Y | +166.8% | -71.0% | +237.8% | +176.7% |
| All | +390.5% | +104.2% | +286.3% | +319.9% |
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