+1,256.8%
WDC vs DOCS
+9.5%
+1,247.3%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -2.8% | +8.6% | +6.0% |
| 7D | +1.7% | -1.4% | +3.2% | +1.8% |
| 30D | -10.0% | +21.8% | -31.8% | -10.9% |
| 3M | -18.8% | +27.3% | -46.0% | -20.0% |
| 6M | +79.0% | -0.3% | +79.4% | +79.2% |
| YTD | +171.6% | -40.5% | +212.0% | +186.2% |
| 1Y | +417.4% | -61.5% | +478.9% | +476.4% |
| All | +1,256.8% | +9.5% | +1,247.3% | +1,255.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling