-48.1%
DOCS vs WCC
+13.7%
-61.7%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +2.2% | -4.2% | -1.7% |
| 7D | -0.8% | -14.7% | +13.9% | -3.4% |
| 30D | +17.4% | -20.1% | +37.5% | +13.1% |
| 3M | +57.4% | -21.2% | +78.5% | +51.9% |
| 6M | +26.5% | -19.2% | +45.7% | +22.9% |
| YTD | -26.6% | +20.2% | -46.8% | -34.1% |
| 1Y | -48.1% | +14.5% | -62.5% | -54.0% |
| All | -48.1% | +13.7% | -61.7% | -54.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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