+27.4%
WMT vs DOCN
+110.0%
-82.7%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -7.2% | +10.6% | +3.2% |
| 7D | +8.8% | -20.0% | +28.8% | +8.0% |
| 30D | +22.9% | -38.8% | +61.7% | +21.4% |
| 3M | +16.1% | -34.8% | +50.9% | +14.8% |
| 6M | -0.5% | -22.8% | +22.3% | -1.4% |
| YTD | +16.7% | +74.6% | -57.9% | +16.9% |
| 1Y | +27.4% | +116.4% | -89.1% | +29.9% |
| All | +27.4% | +110.0% | -82.7% | +29.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCN.
Daily Out/Under-Performance
Portfolio return minus DOCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCN 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 1y: compounded portfolio wealth divided by compounded DOCN 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…
1y analysis · Full analysis span regression · 6 months rolling