+198.1%
DOCN vs WING
-10.0%
+208.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.6% | +0.2% | +12.4% | +12.6% |
| 7D | +16.3% | -0.1% | +16.5% | +16.2% |
| 30D | +2.0% | -6.0% | +8.1% | +3.0% |
| 3M | -25.2% | -23.5% | -1.7% | -20.6% |
| 6M | +132.7% | -52.0% | +184.7% | +184.5% |
| YTD | +163.3% | -53.8% | +217.1% | +217.2% |
| 1Y | +280.3% | -63.8% | +344.1% | +402.6% |
| 3Y | +371.8% | -30.8% | +402.6% | +258.4% |
| 5Y | +87.1% | -34.3% | +121.4% | +38.1% |
| All | +198.1% | -10.0% | +208.1% | +68.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WING.
Daily Out/Under-Performance
Portfolio return minus WING return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WING 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 WING 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