+97.7%
DOCN vs WEC
+55.3%
+42.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | +2.3% | -9.5% | -6.9% |
| 7D | -20.0% | +6.9% | -26.9% | -19.4% |
| 30D | -38.8% | +16.6% | -55.4% | -37.8% |
| 3M | -34.8% | +9.1% | -43.9% | -34.1% |
| 6M | -22.8% | +3.2% | -26.0% | -22.2% |
| YTD | +74.6% | +14.9% | +59.7% | +75.7% |
| 1Y | +116.4% | +9.2% | +107.2% | +118.1% |
| 3Y | +239.3% | +56.6% | +182.7% | +230.8% |
| 5Y | -20.2% | +56.1% | -76.4% | -13.3% |
| All | +97.7% | +55.3% | +42.4% | +107.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling