+84.7%
WDC vs DOCN
+70.8%
+13.9%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +9.6% | -1.3% | +4.2% |
| 7D | -3.2% | +3.7% | -7.0% | -4.2% |
| 30D | -19.0% | -33.7% | +14.7% | -5.3% |
| 3M | -28.4% | -27.9% | -0.5% | -19.9% |
| 6M | -39.2% | -46.4% | +7.2% | -25.4% |
| YTD | +82.1% | +81.1% | +1.0% | +24.2% |
| 1Y | +84.7% | +74.3% | +10.4% | +29.5% |
| All | +84.7% | +70.8% | +13.9% | +29.5% |
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