+53.9%
DOCN vs WY
-6.9%
+60.8%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.4% | +3.9% | +0.1% |
| 7D | -12.1% | +0.2% | -12.3% | -11.7% |
| 30D | -41.0% | +8.0% | -49.0% | -37.5% |
| 3M | -38.7% | -17.7% | -21.0% | -43.1% |
| 6M | -51.5% | -10.8% | -40.7% | -53.2% |
| YTD | +65.3% | -10.6% | +75.8% | +54.4% |
| 1Y | +53.9% | -5.7% | +59.6% | +40.8% |
| All | +53.9% | -6.9% | +60.8% | +40.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 1y: compounded portfolio wealth divided by compounded WY 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…
1y analysis · Full analysis span regression · 6 months rolling