+324.3%
DOCN vs WCC
+124.0%
+200.3%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +3.9% | -1.1% | +0.5% |
| 7D | +1.1% | +4.5% | -3.3% | -1.5% |
| 30D | -9.6% | -5.8% | -3.8% | -6.1% |
| 3M | -37.7% | -3.7% | -34.0% | -36.2% |
| 6M | +115.2% | +23.1% | +92.2% | +87.9% |
| YTD | +133.7% | +44.2% | +89.6% | +85.5% |
| 1Y | +250.2% | +62.1% | +188.1% | +156.6% |
| All | +324.3% | +124.0% | +200.3% | +103.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling