+111.9%
DOCN vs WWD
+186.4%
-74.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -2.0% | +5.3% | +4.5% |
| 7D | +27.4% | +8.2% | +19.2% | +22.0% |
| 30D | -29.7% | -0.2% | -29.6% | -29.1% |
| 3M | -32.5% | -8.4% | -24.1% | -28.6% |
| 6M | -42.2% | -9.5% | -32.6% | -39.4% |
| YTD | +87.2% | +10.1% | +77.1% | +73.6% |
| 1Y | +86.2% | +21.6% | +64.6% | +62.0% |
| 3Y | +257.4% | +149.6% | +107.8% | +96.7% |
| 5Y | -27.4% | +191.3% | -218.7% | -66.1% |
| All | +111.9% | +186.4% | -74.5% | -1.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 10y: compounded portfolio wealth divided by compounded WWD 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…
10y analysis · Full analysis span regression · 6 months rolling