+196.4%
DOCN vs WCN
+47.1%
+149.3%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.9% | +0.1% | -16.0% | -15.8% |
| 7D | -29.3% | +5.5% | -34.8% | -27.7% |
| 30D | -46.0% | +24.2% | -70.2% | -41.5% |
| 3M | -43.2% | +17.0% | -60.2% | -39.2% |
| 6M | -53.7% | +22.3% | -76.1% | -50.4% |
| YTD | +46.9% | +10.2% | +36.7% | +58.7% |
| 1Y | +54.3% | +16.5% | +37.9% | +65.6% |
| All | +196.4% | +47.1% | +149.3% | +171.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling