+74.3%
DOCN vs WSM
+36.5%
+37.8%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +0.2% | +9.4% | +9.5% |
| 7D | +3.7% | -3.0% | +6.7% | +5.2% |
| 30D | -33.7% | +10.1% | -43.7% | -36.3% |
| 3M | -27.9% | +4.9% | -32.8% | -29.3% |
| 6M | -46.4% | +49.8% | -96.2% | -58.3% |
| YTD | +81.1% | +48.7% | +32.4% | +42.8% |
| 1Y | +74.3% | +38.7% | +35.6% | +41.6% |
| All | +74.3% | +36.5% | +37.8% | +41.6% |
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