+88.5%
WDC vs DOCN
+81.2%
+7.3%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -4.2% | -0.8% | -3.2% |
| 7D | +12.1% | +19.1% | -7.0% | +4.3% |
| 30D | -18.8% | -21.0% | +2.2% | -10.7% |
| 3M | -39.3% | -34.7% | -4.6% | -29.4% |
| 6M | -40.1% | -45.8% | +5.6% | -26.8% |
| YTD | +71.8% | +79.4% | -7.6% | +19.7% |
| 1Y | +88.5% | +91.0% | -2.5% | +24.1% |
| All | +88.5% | +81.2% | +7.3% | +24.1% |
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