-31.1%
DOCN vs WEC
+56.3%
-87.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.9% | +0.2% | -16.0% | -15.8% |
| 7D | -29.3% | +3.2% | -32.5% | -29.1% |
| 30D | -46.0% | +14.7% | -60.7% | -45.8% |
| 3M | -43.2% | +10.2% | -53.4% | -42.9% |
| 6M | -53.7% | +4.5% | -58.2% | -53.5% |
| YTD | +46.9% | +15.1% | +31.8% | +45.8% |
| 1Y | +54.3% | +9.4% | +44.9% | +54.0% |
| 3Y | +185.5% | +56.9% | +128.6% | +162.7% |
| 5Y | -31.1% | +54.4% | -85.5% | -25.5% |
| All | -31.1% | +56.3% | -87.4% | -25.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling