-40.5%
WU vs DOC
-2.1%
-38.4%
-64.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.8% | +0.8% | -0.4% |
| 7D | -0.8% | -1.5% | +0.7% | -0.3% |
| 30D | -1.1% | -4.8% | +3.7% | +0.5% |
| 3M | -3.9% | +6.9% | -10.7% | -5.9% |
| 6M | -20.7% | +20.7% | -41.4% | -26.2% |
| YTD | -18.4% | +34.1% | -52.5% | -27.0% |
| 1Y | -8.1% | +22.6% | -30.7% | -15.5% |
| 3Y | -24.2% | +20.8% | -45.0% | -30.9% |
| 5Y | -50.4% | -24.9% | -25.6% | -46.9% |
| All | -40.5% | -2.1% | -38.4% | -41.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 10y: compounded portfolio wealth divided by compounded DOC 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…
10y analysis · Full analysis span regression · 6 months rolling