+458.9%
WDC vs DOCN
+70.4%
+388.6%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.4% | -15.9% | -1.5% | -13.2% |
| 7D | -32.3% | -29.3% | -3.0% | -25.6% |
| 30D | -34.9% | -46.0% | +11.1% | -23.6% |
| 3M | -48.4% | -43.2% | -5.2% | -40.7% |
| 6M | -42.4% | -53.7% | +11.3% | -30.4% |
| YTD | +55.5% | +46.9% | +8.6% | +41.6% |
| 1Y | +67.5% | +54.3% | +13.1% | +51.1% |
| 3Y | +727.3% | +185.5% | +541.7% | +539.5% |
| 5Y | +533.3% | -31.1% | +564.4% | +433.5% |
| All | +458.9% | +70.4% | +388.6% | +341.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling