+54.0%
DOCN vs WU
-16.0%
+70.0%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -2.0% | +4.5% | +2.2% |
| 7D | -19.2% | +11.7% | -30.8% | -18.2% |
| 30D | -43.1% | +12.6% | -55.7% | -42.5% |
| 3M | -40.7% | -0.5% | -40.2% | -40.0% |
| 6M | -55.0% | -18.2% | -36.8% | -52.6% |
| YTD | +50.6% | -19.0% | +69.6% | +59.2% |
| 1Y | +54.0% | -16.7% | +70.6% | +62.8% |
| All | +54.0% | -16.0% | +70.0% | +62.8% |
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