-61.5%
DOCS vs WY
-5.4%
-56.1%
-76.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.1% | -2.7% | -2.8% |
| 7D | -1.4% | -2.6% | +1.2% | -1.3% |
| 30D | +21.8% | -10.9% | +32.7% | +22.2% |
| 3M | +27.3% | -6.0% | +33.3% | +27.7% |
| 6M | -0.3% | -5.6% | +5.3% | 0.0% |
| YTD | -40.5% | -1.1% | -39.3% | -41.1% |
| 1Y | -61.5% | -7.5% | -54.1% | -61.1% |
| All | -61.5% | -5.4% | -56.1% | -61.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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