-31.1%
DOCN vs WU
-40.6%
+9.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.9% | +6.5% | -22.4% | -18.0% |
| 7D | -29.3% | +13.0% | -42.3% | -32.6% |
| 30D | -46.0% | +14.3% | -60.4% | -49.1% |
| 3M | -43.2% | +0.1% | -43.3% | -43.9% |
| 6M | -53.7% | -17.7% | -36.0% | -51.1% |
| YTD | +46.9% | -17.3% | +64.3% | +54.3% |
| 1Y | +54.3% | -11.1% | +65.4% | +55.5% |
| 3Y | +185.5% | -19.8% | +205.4% | +195.3% |
| 5Y | -31.1% | -40.5% | +9.4% | -12.1% |
| All | -31.1% | -40.6% | +9.5% | -12.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling