+139.8%
WMT vs DOCS
+50.6%
+89.2%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -4.3% | +3.2% | -1.1% |
| 7D | +5.3% | -1.3% | +6.7% | +5.3% |
| 30D | +19.1% | +19.4% | -0.3% | +19.1% |
| 3M | +14.0% | +53.4% | -39.4% | +13.8% |
| 6M | -1.9% | +28.8% | -30.7% | -2.0% |
| YTD | +15.4% | -25.1% | +40.4% | +16.5% |
| 1Y | +26.9% | -48.1% | +75.1% | +29.7% |
| All | +139.8% | +50.6% | +89.2% | +136.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling