+54.0%
DOCN vs WEC
+6.8%
+47.2%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -2.1% | +4.6% | +0.4% |
| 7D | -19.2% | -0.2% | -19.0% | -19.1% |
| 30D | -43.1% | +12.3% | -55.4% | -36.3% |
| 3M | -40.7% | +8.3% | -49.0% | -35.8% |
| 6M | -55.0% | +3.5% | -58.4% | -52.9% |
| YTD | +50.6% | +12.7% | +37.9% | +61.0% |
| 1Y | +54.0% | +8.2% | +45.8% | +67.2% |
| All | +54.0% | +6.8% | +47.2% | +67.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling