-61.5%
DOCS vs WEC
+1.8%
-63.3%
-76.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.7% | -2.1% | -3.1% |
| 7D | -1.4% | -0.3% | -1.2% | -1.6% |
| 30D | +21.8% | -1.3% | +23.1% | +21.1% |
| 3M | +27.3% | -3.9% | +31.2% | +25.3% |
| 6M | -0.3% | -8.3% | +8.0% | -3.8% |
| YTD | -40.5% | +3.1% | -43.6% | -40.0% |
| 1Y | -61.5% | +1.9% | -63.5% | -62.4% |
| All | -61.5% | +1.8% | -63.3% | -62.4% |
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