+20.3%
DOC vs WCC
+13.9%
+6.4%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -9.6% | +9.3% | -0.1% |
| 7D | +6.2% | -21.9% | +28.1% | +6.6% |
| 30D | +6.5% | -25.4% | +31.9% | +7.1% |
| 3M | -6.2% | -23.1% | +16.9% | -5.7% |
| 6M | +25.6% | -18.1% | +43.6% | +25.9% |
| YTD | +32.1% | +17.7% | +14.4% | +28.6% |
| 1Y | +20.3% | +12.4% | +7.9% | +17.7% |
| All | +20.3% | +13.9% | +6.4% | +17.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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