+61.5%
WDC vs DOC
+20.9%
+40.6%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.7% | -2.1% | -1.2% |
| 7D | -28.0% | +6.5% | -34.4% | -26.6% |
| 30D | -34.9% | +9.2% | -44.1% | -33.3% |
| 3M | -41.6% | -2.5% | -39.1% | -41.1% |
| 6M | -45.4% | +7.1% | -52.4% | -44.8% |
| YTD | +53.3% | +33.0% | +20.3% | +54.2% |
| 1Y | +61.5% | +23.3% | +38.3% | +64.3% |
| All | +61.5% | +20.9% | +40.6% | +64.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling