+203.2%
WMB vs DOCS
-21.0%
+224.3%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.0% | +1.8% | -0.2% |
| 7D | -13.8% | -0.8% | -13.0% | -13.8% |
| 30D | -10.3% | +17.4% | -27.7% | -10.7% |
| 3M | -10.1% | +57.4% | -67.4% | -11.5% |
| 6M | -11.8% | +26.5% | -38.4% | -12.7% |
| YTD | +8.9% | -26.6% | +35.5% | +10.3% |
| 1Y | +14.0% | -48.1% | +62.0% | +17.1% |
| 3Y | +100.5% | +52.6% | +47.9% | +95.7% |
| 5Y | +179.5% | -52.1% | +231.6% | +176.1% |
| All | +203.2% | -21.0% | +224.3% | +196.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling