+70.5%
DOCN vs WCC
+257.4%
-186.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +2.2% | +0.3% | +1.2% |
| 7D | -19.2% | -14.7% | -4.5% | -10.9% |
| 30D | -43.1% | -20.1% | -23.0% | -34.4% |
| 3M | -40.7% | -21.2% | -19.5% | -31.1% |
| 6M | -55.0% | -19.2% | -35.8% | -48.6% |
| YTD | +50.6% | +20.2% | +30.4% | +35.9% |
| 1Y | +54.0% | +14.5% | +39.5% | +42.5% |
| 3Y | +203.9% | +115.1% | +88.8% | +86.9% |
| 5Y | -29.4% | +121.5% | -150.9% | -61.8% |
| All | +70.5% | +257.4% | -186.8% | -4.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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