+103.1%
DOCN vs WPM
+266.8%
-163.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.3% | -3.9% | -4.1% |
| 7D | +19.1% | -3.6% | +22.7% | +20.2% |
| 30D | -21.0% | +1.4% | -22.5% | -21.5% |
| 3M | -34.7% | -0.2% | -34.6% | -35.1% |
| 6M | -45.8% | -7.3% | -38.5% | -45.4% |
| YTD | +79.4% | +12.3% | +67.0% | +66.7% |
| 1Y | +91.0% | +24.9% | +66.1% | +71.5% |
| 3Y | +237.5% | +210.4% | +27.1% | +117.3% |
| 5Y | -30.4% | +210.4% | -240.8% | -56.3% |
| All | +103.1% | +266.8% | -163.7% | +22.7% |
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