+198.9%
WMB vs DOCS
-53.1%
+252.1%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +6.3% | -12.7% | -6.5% |
| 7D | -8.6% | +1.2% | -9.9% | -8.7% |
| 30D | -4.2% | +21.3% | -25.5% | -4.8% |
| 3M | -4.4% | +58.4% | -62.8% | -6.2% |
| 6M | -8.7% | +39.3% | -48.0% | -10.1% |
| YTD | +15.4% | -21.7% | +37.1% | +16.9% |
| 1Y | +23.7% | -47.3% | +71.1% | +28.1% |
| 3Y | +110.4% | +58.2% | +52.2% | +103.3% |
| 5Y | +198.9% | -52.3% | +251.2% | +197.8% |
| All | +198.9% | -53.1% | +252.1% | +197.8% |
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