+324.3%
DOCN vs WCN
+20.7%
+303.5%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.2% | +4.0% | +2.6% |
| 7D | +1.1% | -0.6% | +1.8% | +1.0% |
| 30D | -9.6% | +0.4% | -10.1% | -9.5% |
| 3M | -37.7% | +7.3% | -45.0% | -37.7% |
| 6M | +115.2% | -2.5% | +117.7% | +117.0% |
| YTD | +133.7% | -5.4% | +139.1% | +136.1% |
| 1Y | +250.2% | -8.5% | +258.6% | +258.7% |
| All | +324.3% | +20.7% | +303.5% | +267.8% |
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