+1,256.8%
WDC vs DOCN
+324.7%
+932.1%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +2.8% | +3.1% | +5.0% |
| 7D | +1.7% | +1.1% | +0.6% | +1.3% |
| 30D | -10.0% | -9.6% | -0.3% | -7.3% |
| 3M | -18.8% | -37.7% | +18.9% | -6.7% |
| 6M | +79.0% | +115.2% | -36.2% | +40.0% |
| YTD | +171.6% | +133.7% | +37.8% | +105.7% |
| 1Y | +417.4% | +250.2% | +167.2% | +251.4% |
| All | +1,256.8% | +324.7% | +932.1% | +792.0% |
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 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