+402.5%
WDC vs DOCS
-21.0%
+423.5%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.0% | +0.6% | -1.2% |
| 7D | -28.0% | -0.8% | -27.2% | -27.9% |
| 30D | -34.9% | +17.4% | -52.3% | -36.0% |
| 3M | -41.6% | +57.4% | -98.9% | -44.7% |
| 6M | -45.4% | +26.5% | -71.9% | -47.4% |
| YTD | +53.3% | -26.6% | +79.9% | +57.6% |
| 1Y | +61.5% | -48.1% | +109.6% | +74.1% |
| 3Y | +712.3% | +52.6% | +659.7% | +618.1% |
| 5Y | +524.2% | -52.1% | +576.3% | +500.4% |
| All | +402.5% | -21.0% | +423.5% | +386.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling