+103.1%
DOCN vs WU
-57.1%
+160.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +1.4% | -5.5% | -4.5% |
| 7D | +19.1% | -2.0% | +21.1% | +19.6% |
| 30D | -21.0% | +11.4% | -32.4% | -24.5% |
| 3M | -34.7% | -6.8% | -27.9% | -34.0% |
| 6M | -45.8% | -14.6% | -31.1% | -44.3% |
| YTD | +79.4% | -20.6% | +100.0% | +89.4% |
| 1Y | +91.0% | -15.4% | +106.4% | +95.7% |
| 3Y | +237.5% | -23.6% | +261.1% | +253.9% |
| 5Y | -30.4% | -43.4% | +13.0% | -16.8% |
| All | +103.1% | -57.1% | +160.2% | +107.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling