+113.2%
WDC vs DOCS
-47.4%
+160.6%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +6.3% | -13.1% | -5.7% |
| 7D | -18.3% | +1.2% | -19.5% | -18.0% |
| 30D | -26.7% | +21.3% | -48.0% | -24.0% |
| 3M | -40.9% | +58.4% | -99.3% | -34.9% |
| 6M | -26.8% | +39.3% | -66.0% | -19.2% |
| YTD | +88.2% | -21.7% | +109.9% | +90.5% |
| 1Y | +113.2% | -47.3% | +160.5% | +111.2% |
| All | +113.2% | -47.4% | +160.6% | +111.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCS.
Daily Out/Under-Performance
Portfolio return minus DOCS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCS 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 DOCS 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