+170.3%
WBD vs DOCN
+448.9%
-278.6%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.7% | -10.2% | +23.9% | +15.8% |
| 7D | +13.7% | -10.2% | +23.9% | +15.8% |
| 30D | +13.7% | -10.2% | +23.9% | +15.8% |
| 3M | +13.7% | -10.2% | +23.9% | +15.8% |
| 6M | +13.3% | +52.5% | -39.2% | -1.1% |
| YTD | +7.4% | +185.2% | -177.8% | -24.2% |
| 1Y | +63.0% | +267.2% | -204.2% | +4.0% |
| All | +170.3% | +448.9% | -278.6% | +10.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling