+116.4%
DOCN vs WPM
+38.8%
+77.6%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | +12.0% | -19.2% | -10.2% |
| 7D | -20.0% | +3.9% | -23.9% | -20.8% |
| 30D | -38.8% | -3.5% | -35.3% | -38.0% |
| 3M | -34.8% | +14.1% | -48.9% | -37.0% |
| 6M | -22.8% | +6.2% | -29.0% | -24.3% |
| YTD | +74.6% | +12.4% | +62.2% | +53.3% |
| 1Y | +116.4% | +40.0% | +76.5% | +66.6% |
| All | +116.4% | +38.8% | +77.6% | +66.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 WPM 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