+724.2%
WDC vs DOCN
+182.8%
+541.4%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.4% | -15.9% | -1.5% | -11.8% |
| 7D | -32.3% | -29.3% | -3.0% | -23.3% |
| 30D | -34.9% | -46.0% | +11.1% | -19.7% |
| 3M | -48.4% | -43.2% | -5.2% | -38.1% |
| 6M | -42.4% | -53.7% | +11.3% | -26.5% |
| YTD | +55.5% | +46.9% | +8.6% | +35.6% |
| 1Y | +67.5% | +54.3% | +13.1% | +44.1% |
| All | +724.2% | +182.8% | +541.4% | +544.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling