+248.3%
WMB vs DOCS
-36.0%
+284.3%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.8% | +2.9% | +0.2% |
| 7D | +0.6% | -1.4% | +2.0% | +0.6% |
| 30D | +3.3% | +21.8% | -18.6% | +2.4% |
| 3M | +3.1% | +27.3% | -24.2% | +2.1% |
| 6M | -0.7% | -0.3% | -0.4% | -1.0% |
| YTD | +25.2% | -40.5% | +65.7% | +27.5% |
| 1Y | +32.9% | -61.5% | +94.4% | +38.0% |
| 3Y | +140.6% | +8.2% | +132.4% | +137.4% |
| 5Y | +273.5% | -73.4% | +346.9% | +272.1% |
| All | +248.3% | -36.0% | +284.3% | +242.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling