-6.8%
WBD vs DOCS
-36.0%
+29.2%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.8% | +2.3% | +0.1% |
| 7D | -1.8% | -1.4% | -0.4% | -1.6% |
| 30D | +8.8% | +21.8% | -13.0% | +3.9% |
| 3M | +4.6% | +27.3% | -22.7% | -1.1% |
| 6M | +1.1% | -0.3% | +1.4% | -1.2% |
| YTD | -2.0% | -40.5% | +38.5% | +5.1% |
| 1Y | +140.0% | -61.5% | +201.6% | +178.9% |
| 3Y | +144.4% | +8.2% | +136.2% | +114.2% |
| 5Y | -0.2% | -73.4% | +73.2% | -1.8% |
| All | -6.8% | -36.0% | +29.2% | -10.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCS.
Daily Out/Under-Performance
Portfolio return minus DOCS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCS 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 DOCS 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