+928.6%
WDC vs DOCN
+54.1%
+874.5%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +2.8% | +3.1% | +5.1% |
| 7D | +1.7% | +1.1% | +0.6% | +1.4% |
| 30D | -10.0% | -9.6% | -0.3% | -7.7% |
| 3M | -18.8% | -37.7% | +18.9% | -8.5% |
| 6M | +79.0% | +115.2% | -36.2% | +46.3% |
| YTD | +171.6% | +133.7% | +37.8% | +116.7% |
| 1Y | +417.4% | +250.2% | +167.2% | +276.7% |
| 3Y | +1,251.8% | +320.3% | +931.5% | +810.9% |
| All | +928.6% | +54.1% | +874.5% | +604.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling