-48.1%
DOCS vs WEC
+9.3%
-57.4%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +0.2% | -4.5% | -4.2% |
| 7D | -1.3% | +3.2% | -4.6% | +0.1% |
| 30D | +19.4% | +14.7% | +4.7% | +28.3% |
| 3M | +53.4% | +10.2% | +43.2% | +61.2% |
| 6M | +28.8% | +4.5% | +24.3% | +32.0% |
| YTD | -25.1% | +15.1% | -40.2% | -16.9% |
| 1Y | -48.1% | +9.4% | -57.6% | -47.3% |
| All | -48.1% | +9.3% | -57.4% | -47.3% |
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