+88.5%
WDC vs DOCS
-33.3%
+121.8%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +0.4% | -5.4% | -4.9% |
| 7D | +12.1% | +2.6% | +9.5% | +12.5% |
| 30D | -18.8% | +11.4% | -30.2% | -17.2% |
| 3M | -39.3% | +25.4% | -64.7% | -36.2% |
| 6M | -40.1% | +42.5% | -82.7% | -33.5% |
| YTD | +71.8% | -24.7% | +96.5% | +67.5% |
| 1Y | +88.5% | -32.9% | +121.4% | +80.4% |
| All | +88.5% | -33.3% | +121.8% | +80.4% |
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