+74.3%
DOCN vs WPM
+32.1%
+42.2%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | -0.8% | +10.4% | +9.8% |
| 7D | +3.7% | +3.1% | +0.6% | +2.9% |
| 30D | -33.7% | -1.8% | -31.8% | -33.3% |
| 3M | -27.9% | +1.0% | -28.9% | -28.0% |
| 6M | -46.4% | -5.4% | -41.0% | -47.2% |
| YTD | +81.1% | +15.9% | +65.2% | +63.0% |
| 1Y | +74.3% | +30.8% | +43.5% | +54.0% |
| All | +74.3% | +32.1% | +42.2% | +54.0% |
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