+115.2%
DOCN vs WSM
+13.6%
+101.6%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +2.1% | +0.7% | +2.1% |
| 7D | +1.1% | -3.3% | +4.4% | +2.2% |
| 30D | -9.6% | -8.4% | -1.2% | -7.4% |
| 3M | -37.7% | +9.7% | -47.3% | -40.7% |
| 6M | +115.2% | +16.7% | +98.5% | +98.8% |
| All | +115.2% | +13.6% | +101.6% | +98.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling