+583.6%
WDC vs DOC
+15.7%
+567.9%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.7% | -2.1% | -1.7% |
| 7D | -28.0% | +6.5% | -34.4% | -30.0% |
| 30D | -34.9% | +9.2% | -44.1% | -37.8% |
| 3M | -41.6% | -2.5% | -39.1% | -41.5% |
| 6M | -45.4% | +7.1% | -52.4% | -48.3% |
| YTD | +53.3% | +33.0% | +20.3% | +28.5% |
| 1Y | +61.5% | +23.3% | +38.3% | +40.5% |
| 3Y | +712.3% | +44.9% | +667.4% | +530.4% |
| 5Y | +524.2% | -21.6% | +545.8% | +570.5% |
| All | +583.6% | +15.7% | +567.9% | +498.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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