+450.9%
WDC vs DOCN
+74.7%
+376.2%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +2.5% | -4.0% | -2.1% |
| 7D | -28.0% | -19.2% | -8.8% | -23.5% |
| 30D | -34.9% | -43.1% | +8.1% | -24.7% |
| 3M | -41.6% | -40.7% | -0.9% | -33.6% |
| 6M | -45.4% | -55.0% | +9.6% | -33.6% |
| YTD | +53.3% | +50.6% | +2.7% | +38.6% |
| 1Y | +61.5% | +54.0% | +7.6% | +45.5% |
| 3Y | +712.3% | +203.9% | +508.4% | +519.8% |
| 5Y | +524.2% | -29.4% | +553.6% | +422.3% |
| All | +450.9% | +74.7% | +376.2% | +331.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling