+60.1%
DOCN vs WU
-50.7%
+110.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.0% | +3.8% | +3.2% |
| 7D | +1.1% | -0.8% | +2.0% | +1.4% |
| 30D | -9.6% | -1.1% | -8.5% | -9.5% |
| 3M | -37.7% | -3.9% | -33.8% | -38.4% |
| 6M | +115.2% | -20.7% | +135.9% | +132.4% |
| YTD | +133.7% | -18.4% | +152.1% | +148.4% |
| 1Y | +250.2% | -8.1% | +258.2% | +246.2% |
| 3Y | +320.3% | -24.2% | +344.5% | +348.5% |
| All | +60.1% | -50.7% | +110.7% | +126.2% |
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 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