+70.5%
DOCN vs WEC
+52.4%
+18.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -2.1% | +4.6% | +2.3% |
| 7D | -19.2% | -0.2% | -19.0% | -19.1% |
| 30D | -43.1% | +12.3% | -55.4% | -42.3% |
| 3M | -40.7% | +8.3% | -49.0% | -40.1% |
| 6M | -55.0% | +3.5% | -58.4% | -54.7% |
| YTD | +50.6% | +12.7% | +37.9% | +51.2% |
| 1Y | +54.0% | +8.2% | +45.8% | +54.8% |
| 3Y | +203.9% | +55.9% | +148.0% | +195.3% |
| 5Y | -29.4% | +51.2% | -80.6% | -24.1% |
| All | +70.5% | +52.4% | +18.2% | +78.4% |
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