+116.4%
DOCN vs WU
-18.0%
+134.4%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | +5.4% | -12.6% | -6.8% |
| 7D | -20.0% | +8.2% | -28.2% | -19.6% |
| 30D | -38.8% | +8.0% | -46.8% | -38.5% |
| 3M | -34.8% | -6.6% | -28.2% | -34.4% |
| 6M | -22.8% | -23.3% | +0.5% | -19.6% |
| YTD | +74.6% | -22.4% | +97.0% | +82.3% |
| 1Y | +116.4% | -18.0% | +134.4% | +129.3% |
| All | +116.4% | -18.0% | +134.4% | +129.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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