+324.3%
DOCN vs WPM
+270.0%
+54.2%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.1% | +3.9% | +3.1% |
| 7D | +1.1% | +1.1% | +0.1% | +0.8% |
| 30D | -9.6% | +26.4% | -36.0% | -15.1% |
| 3M | -37.7% | +20.8% | -58.5% | -41.1% |
| 6M | +115.2% | +1.1% | +114.1% | +109.3% |
| YTD | +133.7% | +32.5% | +101.3% | +108.9% |
| 1Y | +250.2% | +51.5% | +198.6% | +199.8% |
| All | +324.3% | +270.0% | +54.2% | +147.7% |
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 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