-32.9%
DOCN vs WCN
+46.3%
-79.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | +0.5% | +7.5% | +8.0% |
| 7D | -12.8% | +1.2% | -14.0% | -13.0% |
| 30D | -41.9% | +24.6% | -66.5% | -44.6% |
| 3M | -36.9% | +14.2% | -51.1% | -38.6% |
| 6M | -52.2% | +25.7% | -77.9% | -55.7% |
| YTD | +62.7% | +9.3% | +53.4% | +59.6% |
| 1Y | +58.2% | +15.3% | +42.9% | +50.2% |
| 3Y | +219.5% | +48.6% | +170.9% | +129.3% |
| 5Y | -32.9% | +46.9% | -79.8% | -56.0% |
| All | -32.9% | +46.3% | -79.2% | -56.0% |
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