+22.5%
WMT vs DOCU
+15.8%
+6.7%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.2% | -3.1% | +0.2% |
| 7D | -2.7% | -0.4% | -2.3% | -2.7% |
| 30D | +11.1% | +12.9% | -1.8% | +11.6% |
| 3M | +11.2% | +35.1% | -23.8% | +12.8% |
| 6M | -1.3% | +76.2% | -77.5% | +2.4% |
| YTD | +13.5% | +17.2% | -3.7% | +16.3% |
| 1Y | +22.5% | +16.4% | +6.1% | +25.7% |
| All | +22.5% | +15.8% | +6.7% | +25.7% |
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