-37.0%
DOCS vs WY
-6.3%
-30.7%
-65.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.1% | +2.4% | +2.5% |
| 7D | -4.2% | -5.1% | +0.9% | -3.8% |
| 30D | +8.6% | +9.0% | -0.4% | +8.5% |
| 3M | +27.2% | -16.7% | +43.9% | +27.4% |
| 6M | +26.5% | -10.3% | +36.8% | +27.3% |
| YTD | -25.0% | -10.5% | -14.5% | -25.9% |
| 1Y | -37.0% | -5.9% | -31.1% | -39.4% |
| All | -37.0% | -6.3% | -30.7% | -39.4% |
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