+533.3%
WDC vs DOCS
-54.0%
+587.3%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.4% | -4.3% | -13.1% | -16.9% |
| 7D | -32.3% | -1.3% | -31.0% | -32.2% |
| 30D | -34.9% | +19.4% | -54.3% | -36.2% |
| 3M | -48.4% | +53.4% | -101.8% | -51.4% |
| 6M | -42.4% | +28.8% | -71.2% | -45.0% |
| YTD | +55.5% | -25.1% | +80.6% | +60.5% |
| 1Y | +67.5% | -48.1% | +115.6% | +83.4% |
| 3Y | +727.3% | +51.4% | +675.9% | +608.6% |
| 5Y | +533.3% | -51.1% | +584.4% | +504.8% |
| All | +533.3% | -54.0% | +587.3% | +504.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling