+97.7%
DOCN vs WCC
+286.7%
-189.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | -9.9% | +2.8% | -1.4% |
| 7D | -20.0% | -8.8% | -11.3% | -15.8% |
| 30D | -38.8% | -16.0% | -22.8% | -32.0% |
| 3M | -34.8% | -15.2% | -19.6% | -27.9% |
| 6M | -22.8% | -8.4% | -14.4% | -18.2% |
| YTD | +74.6% | +30.1% | +44.5% | +49.5% |
| 1Y | +116.4% | +26.4% | +90.0% | +88.2% |
| 3Y | +239.3% | +127.6% | +111.7% | +100.5% |
| 5Y | -20.2% | +149.0% | -169.2% | -59.0% |
| All | +97.7% | +286.7% | -189.0% | +4.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling