+111.9%
DOCN vs WCN
+93.2%
+18.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +0.9% | +2.5% | +3.2% |
| 7D | +27.4% | +1.2% | +26.2% | +27.2% |
| 30D | -29.7% | +26.4% | -56.2% | -33.3% |
| 3M | -32.5% | +17.5% | -50.0% | -34.7% |
| 6M | -42.2% | +28.7% | -70.9% | -46.7% |
| YTD | +87.2% | +11.5% | +75.7% | +82.7% |
| 1Y | +86.2% | +15.9% | +70.3% | +77.6% |
| 3Y | +257.4% | +51.6% | +205.8% | +161.7% |
| 5Y | -27.4% | +47.9% | -75.3% | -49.5% |
| All | +111.9% | +93.2% | +18.7% | +61.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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