+20.3%
DOC vs WCN
+14.9%
+5.4%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.1% | -0.2% | -0.2% |
| 7D | +6.2% | +5.3% | +0.9% | +4.9% |
| 30D | +6.5% | +24.0% | -17.5% | +1.7% |
| 3M | -6.2% | +16.8% | -23.0% | -9.5% |
| 6M | +25.6% | +22.1% | +3.5% | +20.1% |
| YTD | +32.1% | +10.0% | +22.1% | +29.5% |
| 1Y | +20.3% | +16.2% | +4.1% | +14.1% |
| All | +20.3% | +14.9% | +5.4% | +14.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling