+103.1%
DOCN vs WCN
+93.2%
+9.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | 0.0% | -4.2% | -4.2% |
| 7D | +19.1% | +2.6% | +16.5% | +18.7% |
| 30D | -21.0% | +23.9% | -45.0% | -24.5% |
| 3M | -34.7% | +17.4% | -52.2% | -36.9% |
| 6M | -45.8% | +28.0% | -73.8% | -49.9% |
| YTD | +79.4% | +11.6% | +67.8% | +75.1% |
| 1Y | +91.0% | +16.9% | +74.1% | +81.2% |
| 3Y | +237.5% | +51.6% | +185.9% | +147.1% |
| 5Y | -30.4% | +48.0% | -78.4% | -51.6% |
| All | +103.1% | +93.2% | +9.9% | +54.5% |
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