+103.1%
DOCN vs WEC
+55.9%
+47.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +0.9% | -5.1% | -4.1% |
| 7D | +19.1% | +2.3% | +16.8% | +19.4% |
| 30D | -21.0% | +11.1% | -32.1% | -20.0% |
| 3M | -34.7% | +8.4% | -43.2% | -34.0% |
| 6M | -45.8% | +7.5% | -53.3% | -45.3% |
| YTD | +79.4% | +15.3% | +64.0% | +80.6% |
| 1Y | +91.0% | +9.7% | +81.3% | +92.6% |
| 3Y | +237.5% | +64.7% | +172.8% | +228.2% |
| 5Y | -30.4% | +57.3% | -87.7% | -24.2% |
| All | +103.1% | +55.9% | +47.2% | +113.1% |
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