+417.4%
WDC vs DOCS
-60.9%
+478.3%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -2.8% | +8.6% | +5.4% |
| 7D | +1.7% | -1.4% | +3.2% | +1.6% |
| 30D | -10.0% | +21.8% | -31.8% | -6.4% |
| 3M | -18.8% | +27.3% | -46.0% | -14.5% |
| 6M | +79.0% | -0.3% | +79.4% | +85.5% |
| YTD | +171.6% | -40.5% | +212.0% | +178.5% |
| 1Y | +417.4% | -61.5% | +478.9% | +512.5% |
| All | +417.4% | -60.9% | +478.3% | +512.5% |
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