+53.9%
DOCN vs WTW
+4.1%
+49.8%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.8% | -0.2% | +2.3% |
| 7D | -12.1% | +1.6% | -13.7% | -11.4% |
| 30D | -41.0% | +12.4% | -53.4% | -38.0% |
| 3M | -38.7% | -2.6% | -36.1% | -38.0% |
| 6M | -51.5% | +30.8% | -82.2% | -47.4% |
| YTD | +65.3% | +2.3% | +62.9% | +77.3% |
| 1Y | +53.9% | +4.9% | +49.0% | +68.4% |
| All | +53.9% | +4.1% | +49.8% | +68.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 1y: compounded portfolio wealth divided by compounded WTW 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…
1y analysis · Full analysis span regression · 6 months rolling