+60.1%
DOCN vs WCN
+30.3%
+29.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.2% | +4.0% | +3.2% |
| 7D | +1.1% | -0.6% | +1.8% | +1.3% |
| 30D | -9.6% | +0.4% | -10.1% | -9.9% |
| 3M | -37.7% | +7.3% | -45.0% | -40.2% |
| 6M | +115.2% | -2.5% | +117.7% | +114.4% |
| YTD | +133.7% | -5.4% | +139.1% | +136.0% |
| 1Y | +250.2% | -8.5% | +258.6% | +258.4% |
| 3Y | +320.3% | +20.8% | +299.5% | +228.0% |
| All | +60.1% | +30.3% | +29.7% | +7.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling