+9.6%
WBD vs DOCN
+23.5%
-13.9%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.2% | -16.3% | +30.5% | +17.7% |
| 7D | +14.2% | -16.3% | +30.5% | +17.7% |
| 30D | +14.2% | -16.3% | +30.5% | +17.7% |
| 3M | +14.2% | -16.3% | +30.5% | +17.7% |
| 6M | +13.3% | +52.5% | -39.2% | -1.7% |
| YTD | +7.4% | +185.2% | -177.8% | -22.6% |
| 1Y | +63.0% | +267.2% | -204.2% | +8.3% |
| 3Y | +206.7% | +515.1% | -308.4% | +71.2% |
| All | +9.6% | +23.5% | -13.9% | -34.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling