+60.1%
DOCN vs WSM
+179.2%
-119.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +2.1% | +0.7% | +1.6% |
| 7D | +1.1% | -3.3% | +4.4% | +3.1% |
| 30D | -9.6% | -8.4% | -1.2% | -5.1% |
| 3M | -37.7% | +9.7% | -47.3% | -41.7% |
| 6M | +115.2% | +16.7% | +98.5% | +93.3% |
| YTD | +133.7% | +28.7% | +105.0% | +98.0% |
| 1Y | +250.2% | +13.7% | +236.5% | +216.8% |
| 3Y | +320.3% | +230.1% | +90.2% | +62.7% |
| All | +60.1% | +179.2% | -119.1% | -27.9% |
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