+897.3%
WDC vs DOC
+43.5%
+853.8%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +3.1% | -9.9% | -7.0% |
| 7D | -18.3% | +8.7% | -27.0% | -19.0% |
| 30D | -26.7% | +7.6% | -34.3% | -27.3% |
| 3M | -40.9% | -5.3% | -35.7% | -40.3% |
| 6M | -26.8% | +27.6% | -54.4% | -31.6% |
| YTD | +88.2% | +32.4% | +55.8% | +73.0% |
| 1Y | +113.2% | +22.9% | +90.3% | +100.7% |
| All | +897.3% | +43.5% | +853.8% | +826.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling