+16.8%
DOC vs WCN
+315.3%
-298.5%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +2.8% | +0.4% | +1.5% |
| 7D | +8.7% | +6.7% | +2.0% | +4.7% |
| 30D | +7.6% | +24.3% | -16.7% | -5.4% |
| 3M | -5.3% | +16.1% | -21.4% | -13.5% |
| 6M | +27.6% | +19.9% | +7.7% | +13.6% |
| YTD | +32.4% | +10.1% | +22.3% | +23.3% |
| 1Y | +22.9% | +14.4% | +8.4% | +11.5% |
| 3Y | +43.1% | +46.9% | -3.8% | +6.7% |
| 5Y | -21.4% | +45.8% | -67.2% | -42.2% |
| 10Y | +16.8% | +316.2% | -299.4% | -48.3% |
| All | +16.8% | +315.3% | -298.5% | -48.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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