+86.2%
DOCN vs WU
-16.8%
+103.0%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -1.2% | +4.5% | +3.2% |
| 7D | +27.4% | -5.3% | +32.7% | +26.5% |
| 30D | -29.7% | +9.0% | -38.8% | -29.4% |
| 3M | -32.5% | -3.6% | -28.9% | -32.0% |
| 6M | -42.2% | -19.4% | -22.8% | -39.6% |
| YTD | +87.2% | -21.7% | +108.9% | +97.1% |
| 1Y | +86.2% | -16.1% | +102.3% | +93.0% |
| All | +86.2% | -16.8% | +103.0% | +93.0% |
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