+391.1%
WMT vs DOCU
+110.9%
+280.2%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.2% | -3.1% | -0.1% |
| 7D | -2.7% | -0.4% | -2.3% | -2.7% |
| 30D | +11.1% | +12.9% | -1.8% | +10.3% |
| 3M | +11.2% | +35.1% | -23.8% | +9.2% |
| 6M | -1.3% | +76.2% | -77.5% | -4.7% |
| YTD | +13.5% | +17.2% | -3.7% | +12.0% |
| 1Y | +22.5% | +16.4% | +6.1% | +20.8% |
| 3Y | +134.1% | +95.6% | +38.5% | +120.9% |
| 5Y | +170.3% | -68.5% | +238.8% | +178.4% |
| All | +391.1% | +110.9% | +280.2% | +319.6% |
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