+164.6%
DOCN vs WM
+92.1%
+72.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.2% | +4.0% | +2.8% |
| 7D | +1.1% | -0.3% | +1.4% | +1.1% |
| 30D | -9.6% | -2.4% | -7.3% | -9.6% |
| 3M | -37.7% | +0.4% | -38.1% | -38.2% |
| 6M | +115.2% | -9.5% | +124.7% | +117.2% |
| YTD | +133.7% | +0.5% | +133.2% | +130.4% |
| 1Y | +250.2% | -1.1% | +251.2% | +246.4% |
| 3Y | +320.3% | +46.0% | +274.3% | +249.7% |
| 5Y | +53.1% | +51.8% | +1.3% | +27.6% |
| All | +164.6% | +92.1% | +72.6% | +175.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 10y: compounded portfolio wealth divided by compounded WM 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…
10y analysis · Full analysis span regression · 6 months rolling