-32.9%
DOCS vs WU
-15.0%
-18.0%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.4% | -0.9% | +0.1% |
| 7D | +2.6% | -2.0% | +4.6% | +3.1% |
| 30D | +11.4% | +11.4% | 0.0% | +7.7% |
| 3M | +25.4% | -6.8% | +32.2% | +27.1% |
| 6M | +42.5% | -14.6% | +57.2% | +46.9% |
| YTD | -24.7% | -20.6% | -4.1% | -22.8% |
| 1Y | -32.9% | -15.4% | -17.6% | -33.1% |
| All | -32.9% | -15.0% | -18.0% | -33.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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