-26.2%
DOCN vs WEC
+53.9%
-80.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.1% | +1.7% | +1.6% |
| 7D | -12.1% | +1.4% | -13.5% | -12.1% |
| 30D | -41.0% | +12.8% | -53.8% | -40.9% |
| 3M | -38.7% | +11.2% | -49.9% | -38.6% |
| 6M | -51.5% | +6.6% | -58.1% | -51.5% |
| YTD | +65.3% | +13.8% | +51.4% | +63.3% |
| 1Y | +53.9% | +7.6% | +46.3% | +53.3% |
| 3Y | +215.6% | +62.2% | +153.3% | +183.3% |
| 5Y | -26.2% | +52.0% | -78.1% | -24.3% |
| All | -26.2% | +53.9% | -80.1% | -24.3% |
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