+40.3%
DOCN vs WSM
+30.6%
+9.7%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -1.8% | +4.3% | +3.2% |
| 7D | -19.2% | +0.5% | -19.7% | -19.1% |
| 30D | -43.1% | +6.0% | -49.0% | -44.4% |
| 3M | -40.7% | +3.2% | -43.9% | -41.6% |
| 6M | -55.0% | +37.1% | -92.1% | -63.0% |
| YTD | +50.6% | +44.2% | +6.4% | +19.4% |
| All | +40.3% | +30.6% | +9.7% | +15.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WSM.
Daily Out/Under-Performance
Portfolio return minus WSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WSM 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 WSM 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