-50.0%
WBD vs DOCN
+230.7%
-280.7%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +163.0% | +454.2% | -291.3% | +4.5% |
| 7D | +163.0% | +454.2% | -291.3% | +4.5% |
| 30D | +163.0% | +454.2% | -291.3% | +4.5% |
| 3M | +163.0% | +454.2% | -291.3% | +4.5% |
| 6M | +163.0% | +454.2% | -291.3% | +4.5% |
| YTD | +163.0% | +454.2% | -291.3% | +4.5% |
| 1Y | +163.0% | +454.2% | -291.3% | +4.5% |
| 3Y | +206.7% | +515.1% | -308.4% | +19.3% |
| 5Y | +18.4% | +73.3% | -54.9% | -51.2% |
| All | -50.0% | +230.7% | -280.7% | -80.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCN.
Daily Out/Under-Performance
Portfolio return minus DOCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCN 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 DOCN 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