+61.5%
WDC vs DOCS
-49.1%
+110.7%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.0% | +0.6% | -1.7% |
| 7D | -28.0% | -0.8% | -27.2% | -28.0% |
| 30D | -34.9% | +17.4% | -52.3% | -32.9% |
| 3M | -41.6% | +57.4% | -98.9% | -35.6% |
| 6M | -45.4% | +26.5% | -71.9% | -40.8% |
| YTD | +53.3% | -26.6% | +79.9% | +54.1% |
| 1Y | +61.5% | -48.1% | +109.6% | +57.5% |
| All | +61.5% | -49.1% | +110.7% | +57.5% |
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