+289.4%
WAB vs DOC
-2.1%
+291.4%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.8% | +2.5% | +1.4% |
| 7D | -3.2% | -1.5% | -1.7% | -2.6% |
| 30D | -4.4% | -4.8% | +0.3% | -2.7% |
| 3M | +7.9% | +6.9% | +1.0% | +4.6% |
| 6M | +8.7% | +20.7% | -12.0% | -0.6% |
| YTD | +33.0% | +34.1% | -1.2% | +16.0% |
| 1Y | +46.7% | +22.6% | +24.0% | +32.5% |
| 3Y | +153.0% | +20.8% | +132.2% | +125.5% |
| 5Y | +222.3% | -24.9% | +247.1% | +250.1% |
| All | +289.4% | -2.1% | +291.4% | +286.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 10y: compounded portfolio wealth divided by compounded DOC 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…
10y analysis · Full analysis span regression · 6 months rolling