+164.6%
DOCN vs WPM
+332.5%
-167.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -15.7% |
| 3M | -37.7% | +20.8% | -58.5% | -41.4% |
| 6M | +115.2% | +1.1% | +114.1% | +109.8% |
| YTD | +133.7% | +32.5% | +101.3% | +108.1% |
| 1Y | +250.2% | +51.5% | +198.6% | +197.7% |
| 3Y | +320.3% | +267.0% | +53.3% | +158.8% |
| 5Y | +53.1% | +250.1% | -197.0% | -7.9% |
| All | +164.6% | +332.5% | -167.8% | +53.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling