+180.2%
WMB vs DOCS
-54.0%
+234.2%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -4.3% | -1.0% | -5.2% |
| 7D | -14.2% | -1.3% | -12.9% | -14.2% |
| 30D | -11.2% | +19.4% | -30.6% | -11.8% |
| 3M | -9.9% | +53.4% | -63.3% | -11.5% |
| 6M | -14.4% | +28.8% | -43.1% | -15.4% |
| YTD | +9.2% | -25.1% | +34.3% | +10.9% |
| 1Y | +15.1% | -48.1% | +63.2% | +19.1% |
| 3Y | +99.2% | +51.4% | +47.9% | +92.7% |
| 5Y | +180.2% | -51.1% | +231.3% | +179.0% |
| All | +180.2% | -54.0% | +234.2% | +179.0% |
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