-47.3%
DOCS vs WEC
+9.7%
-57.0%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +2.3% | +4.0% | +7.4% |
| 7D | +1.2% | +6.9% | -5.7% | +4.6% |
| 30D | +21.3% | +16.6% | +4.7% | +31.7% |
| 3M | +58.4% | +9.1% | +49.3% | +65.4% |
| 6M | +39.3% | +3.2% | +36.1% | +41.6% |
| YTD | -21.7% | +14.9% | -36.6% | -13.2% |
| 1Y | -47.3% | +9.2% | -56.5% | -46.6% |
| All | -47.3% | +9.7% | -57.0% | -46.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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