+60.1%
DOCN vs WWD
+198.3%
-138.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.1% | +1.7% | +2.2% |
| 7D | +1.1% | +1.3% | -0.2% | +0.4% |
| 30D | -9.6% | -7.2% | -2.5% | -5.6% |
| 3M | -37.7% | -3.8% | -33.9% | -37.3% |
| 6M | +115.2% | -9.9% | +125.1% | +123.3% |
| YTD | +133.7% | +14.8% | +118.9% | +107.4% |
| 1Y | +250.2% | +42.1% | +208.1% | +167.2% |
| 3Y | +320.3% | +170.8% | +149.5% | +96.8% |
| All | +60.1% | +198.3% | -138.2% | -35.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling