-63.5%
WBD vs DOCN
-6.5%
-57.1%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -6.3% | +7.7% | +2.9% |
| 7D | +7.7% | -2.3% | +10.0% | +8.1% |
| 30D | +19.0% | +3.9% | +15.1% | +17.4% |
| 3M | +76.6% | +43.7% | +32.8% | +59.3% |
| 6M | +164.6% | +19.2% | +145.4% | +148.3% |
| YTD | +113.8% | +13.9% | +99.9% | +101.8% |
| 1Y | +176.6% | +9.9% | +166.7% | +163.1% |
| 3Y | +116.7% | +27.2% | +89.5% | +88.1% |
| All | -63.5% | -6.5% | -57.1% | -69.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling