+70.5%
DOCN vs WPM
+280.4%
-209.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +2.9% | -0.4% | +1.7% |
| 7D | -19.2% | +16.9% | -36.1% | -23.0% |
| 30D | -43.1% | +2.0% | -45.0% | -43.3% |
| 3M | -40.7% | +8.9% | -49.6% | -42.5% |
| 6M | -55.0% | +1.6% | -56.6% | -55.7% |
| YTD | +50.6% | +16.5% | +34.1% | +38.7% |
| 1Y | +54.0% | +42.2% | +11.7% | +33.1% |
| 3Y | +203.9% | +213.3% | -9.4% | +95.4% |
| 5Y | -29.4% | +249.9% | -279.3% | -56.4% |
| All | +70.5% | +280.4% | -209.8% | +2.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling