+60.1%
DOCN vs W
-63.2%
+123.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +2.5% | +0.3% | +1.9% |
| 7D | +1.1% | -4.2% | +5.3% | +2.7% |
| 30D | -9.6% | -7.6% | -2.1% | -7.3% |
| 3M | -37.7% | +37.2% | -74.9% | -47.3% |
| 6M | +115.2% | +26.3% | +88.9% | +84.7% |
| YTD | +133.7% | -1.0% | +134.7% | +117.0% |
| 1Y | +250.2% | +20.1% | +230.1% | +191.1% |
| 3Y | +320.3% | +37.8% | +282.5% | +184.8% |
| All | +60.1% | -63.2% | +123.2% | +105.0% |
Cumulative growth
Daily Returns
Daily percentage return beside W.
Daily Out/Under-Performance
Portfolio return minus W return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × W 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 5y: compounded portfolio wealth divided by compounded W 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…
5y analysis · Full analysis span regression · 6 months rolling