+324.3%
DOCN vs WAB
+153.4%
+170.8%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.7% | +2.1% | +2.2% |
| 7D | +1.1% | -3.2% | +4.3% | +3.9% |
| 30D | -9.6% | -4.4% | -5.2% | -6.1% |
| 3M | -37.7% | +7.9% | -45.5% | -42.1% |
| 6M | +115.2% | +8.7% | +106.5% | +96.0% |
| YTD | +133.7% | +33.0% | +100.8% | +74.5% |
| 1Y | +250.2% | +46.7% | +203.5% | +137.0% |
| All | +324.3% | +153.4% | +170.8% | +70.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WAB.
Daily Out/Under-Performance
Portfolio return minus WAB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAB 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 3y: compounded portfolio wealth divided by compounded WAB 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…
3y analysis · Full analysis span regression · 6 months rolling