+196.4%
DOCN vs WPM
+203.9%
-7.5%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.9% | +0.7% | -16.6% | -16.0% |
| 7D | -29.3% | +7.5% | -36.7% | -30.7% |
| 30D | -46.0% | -3.8% | -42.3% | -45.5% |
| 3M | -43.2% | +8.0% | -51.2% | -44.5% |
| 6M | -53.7% | +6.1% | -59.8% | -54.8% |
| YTD | +46.9% | +13.2% | +33.7% | +36.9% |
| 1Y | +54.3% | +37.9% | +16.5% | +36.4% |
| All | +196.4% | +203.9% | -7.5% | +98.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling