-27.5%
DOCN vs WSM
+163.9%
-191.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +1.5% | -5.6% | -5.0% |
| 7D | +19.1% | 0.0% | +19.1% | +19.0% |
| 30D | -21.0% | +5.1% | -26.1% | -23.8% |
| 3M | -34.7% | +5.1% | -39.9% | -37.2% |
| 6M | -45.8% | +48.6% | -94.4% | -58.1% |
| YTD | +79.4% | +44.2% | +35.2% | +41.1% |
| 1Y | +91.0% | +38.1% | +52.9% | +53.7% |
| 3Y | +237.5% | +257.2% | -19.8% | +24.5% |
| All | -27.5% | +163.9% | -191.4% | -64.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling