+113.2%
WDC vs DOCN
+110.0%
+3.1%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | -7.2% | +0.4% | -4.0% |
| 7D | -18.3% | -20.0% | +1.7% | -10.9% |
| 30D | -26.7% | -38.8% | +12.1% | -12.1% |
| 3M | -40.9% | -34.8% | -6.1% | -31.7% |
| 6M | -26.8% | -22.8% | -4.0% | -19.2% |
| YTD | +88.2% | +74.6% | +13.6% | +39.9% |
| 1Y | +113.2% | +116.4% | -3.2% | +43.0% |
| All | +113.2% | +110.0% | +3.1% | +43.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCN.
Daily Out/Under-Performance
Portfolio return minus DOCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCN 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 DOCN 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