+618.4%
WY vs DOC
+2,934.4%
-2,316.0%
-75.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +3.1% | +2.5% | +4.1% |
| 7D | +13.3% | +8.7% | +4.6% | +9.0% |
| 30D | +17.6% | +7.6% | +10.0% | +13.6% |
| 3M | -15.0% | -5.3% | -9.8% | -12.8% |
| 6M | -5.9% | +27.6% | -33.5% | -17.3% |
| YTD | -5.7% | +32.4% | -38.1% | -19.2% |
| 1Y | -0.2% | +22.9% | -23.1% | -11.4% |
| 3Y | -23.1% | +43.1% | -66.2% | -37.2% |
| 5Y | -30.4% | -21.4% | -9.0% | -24.8% |
| 10Y | +10.5% | +16.8% | -6.3% | -0.8% |
| All | +618.4% | +2,934.4% | -2,316.0% | +176.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling