+318.7%
WMT vs DOCU
+80.0%
+238.7%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +3.7% | -4.9% | -1.4% |
| 7D | +3.9% | +6.9% | -3.0% | +3.5% |
| 30D | -4.4% | +19.0% | -23.4% | -5.4% |
| 3M | -8.8% | +34.3% | -43.1% | -10.5% |
| 6M | -15.6% | +48.0% | -63.6% | -17.8% |
| YTD | -3.2% | 0.0% | -3.2% | -3.6% |
| 1Y | +7.0% | -10.3% | +17.3% | +7.2% |
| 3Y | +105.3% | +32.4% | +72.9% | +98.4% |
| 5Y | +129.3% | -77.9% | +207.2% | +142.9% |
| All | +318.7% | +80.0% | +238.7% | +261.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling