+196.4%
DOCN vs WEC
+57.1%
+139.4%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.9% | +0.2% | -16.0% | -15.8% |
| 7D | -29.3% | +3.2% | -32.5% | -28.4% |
| 30D | -46.0% | +14.7% | -60.7% | -43.4% |
| 3M | -43.2% | +10.2% | -53.4% | -41.1% |
| 6M | -53.7% | +4.5% | -58.2% | -52.6% |
| YTD | +46.9% | +15.1% | +31.8% | +51.7% |
| 1Y | +54.3% | +9.4% | +44.9% | +59.1% |
| All | +196.4% | +57.1% | +139.4% | +181.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling