-27.5%
DOCN vs WU
-43.8%
+16.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +1.4% | -5.5% | -4.6% |
| 7D | +19.1% | -2.0% | +21.1% | +19.7% |
| 30D | -21.0% | +11.4% | -32.4% | -25.0% |
| 3M | -34.7% | -6.8% | -27.9% | -33.9% |
| 6M | -45.8% | -14.6% | -31.1% | -44.2% |
| YTD | +79.4% | -20.6% | +100.0% | +90.6% |
| 1Y | +91.0% | -15.4% | +106.4% | +96.0% |
| 3Y | +237.5% | -23.6% | +261.1% | +254.3% |
| All | -27.5% | -43.8% | +16.3% | -4.2% |
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