-24.9%
WBD vs DOCS
+55.4%
-80.4%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.8% | +3.5% | +1.3% |
| 7D | +6.7% | -4.2% | +10.8% | +7.6% |
| 30D | +19.3% | -12.0% | +31.3% | +22.3% |
| 3M | +78.9% | +10.5% | +68.5% | +74.4% |
| 6M | +171.9% | +7.7% | +164.2% | +165.6% |
| YTD | +115.3% | +19.9% | +95.5% | +103.6% |
| 1Y | +177.2% | +52.6% | +124.6% | +144.5% |
| 3Y | +118.2% | +160.0% | -41.8% | +64.2% |
| All | -24.9% | +55.4% | -80.4% | -37.2% |
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