+595.8%
WDC vs DOCS
-49.9%
+645.6%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.4% | +1.2% | 0.0% |
| 7D | -16.7% | -0.6% | -16.2% | -16.6% |
| 30D | -27.2% | +6.3% | -33.5% | -27.7% |
| 3M | -34.0% | +26.5% | -60.5% | -35.9% |
| 6M | -39.7% | +24.8% | -64.5% | -42.1% |
| YTD | +68.1% | -26.8% | +94.8% | +73.9% |
| 1Y | +66.3% | -38.3% | +104.6% | +76.7% |
| 3Y | +754.4% | +36.0% | +718.4% | +648.7% |
| 5Y | +595.8% | -55.0% | +650.8% | +575.5% |
| All | +595.8% | -49.9% | +645.6% | +575.5% |
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 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