+393.1%
WMT vs DOCU
+110.9%
+282.2%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.4% |
| 7D | -1.2% | +1.6% | -2.8% | -1.3% |
| 30D | +12.4% | +10.8% | +1.5% | +11.7% |
| 3M | +9.0% | +38.0% | -28.9% | +6.9% |
| 6M | -3.0% | +77.4% | -80.4% | -6.4% |
| YTD | +14.0% | +17.2% | -3.2% | +12.5% |
| 1Y | +23.0% | +15.6% | +7.4% | +21.4% |
| 3Y | +135.1% | +95.6% | +39.5% | +121.8% |
| 5Y | +172.7% | -69.7% | +242.5% | +182.1% |
| All | +393.1% | +110.9% | +282.2% | +321.3% |
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