+27.4%
WMT vs DOCS
-47.4%
+74.8%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +6.3% | -2.9% | +3.8% |
| 7D | +8.8% | +1.2% | +7.5% | +8.8% |
| 30D | +22.9% | +21.3% | +1.6% | +24.3% |
| 3M | +16.1% | +58.4% | -42.3% | +19.8% |
| 6M | -0.5% | +39.3% | -39.8% | +1.7% |
| YTD | +16.7% | -21.7% | +38.4% | +13.1% |
| 1Y | +27.4% | -47.3% | +74.7% | +20.5% |
| All | +27.4% | -47.4% | +74.8% | +20.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling