+164.6%
DOCN vs WEC
+39.3%
+125.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.7% | +3.5% | +2.7% |
| 7D | +1.1% | -0.3% | +1.4% | +1.1% |
| 30D | -9.6% | -1.3% | -8.3% | -9.7% |
| 3M | -37.7% | -3.9% | -33.8% | -37.9% |
| 6M | +115.2% | -8.3% | +123.5% | +114.3% |
| YTD | +133.7% | +3.1% | +130.7% | +132.3% |
| 1Y | +250.2% | +1.9% | +248.2% | +247.9% |
| 3Y | +320.3% | +41.9% | +278.4% | +304.6% |
| 5Y | +53.1% | +30.8% | +22.3% | +55.9% |
| All | +164.6% | +39.3% | +125.3% | +174.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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