+127.7%
WBD vs DOCN
+286.0%
-158.3%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +12.6% | -13.1% | -1.0% |
| 7D | -0.7% | +16.3% | -17.0% | -1.4% |
| 30D | +5.0% | +2.0% | +3.0% | +4.7% |
| 3M | +6.2% | -25.2% | +31.4% | +7.6% |
| 6M | +0.6% | +132.7% | -132.1% | -9.5% |
| YTD | -2.4% | +163.3% | -165.7% | -15.4% |
| 1Y | +127.7% | +280.3% | -152.6% | +69.1% |
| All | +127.7% | +286.0% | -158.3% | +69.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling