-63.3%
WBD vs DOCN
+10.4%
-73.6%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +18.0% | -17.3% | -3.7% |
| 7D | +6.7% | +15.7% | -9.0% | +2.4% |
| 30D | +19.3% | +19.3% | 0.0% | +13.4% |
| 3M | +78.9% | +31.6% | +47.3% | +65.8% |
| 6M | +171.9% | +39.8% | +132.1% | +144.4% |
| YTD | +115.3% | +34.5% | +80.9% | +94.4% |
| 1Y | +177.2% | +27.8% | +149.4% | +153.0% |
| 3Y | +118.2% | +50.1% | +68.1% | +81.2% |
| All | -63.3% | +10.4% | -73.6% | -70.2% |
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