+7.0%
WMT vs DOCN
+254.3%
-247.3%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.8% | -4.0% | -1.1% |
| 7D | +3.9% | +1.1% | +2.8% | +3.9% |
| 30D | -4.4% | -9.6% | +5.2% | -4.5% |
| 3M | -8.8% | -37.7% | +28.9% | -8.8% |
| 6M | -15.6% | +115.2% | -130.9% | -16.6% |
| YTD | -3.2% | +133.7% | -136.9% | -3.8% |
| 1Y | +7.0% | +250.2% | -243.1% | +5.5% |
| All | +7.0% | +254.3% | -247.3% | +5.5% |
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