-47.3%
DOCS vs WPM
+38.8%
-86.1%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +12.0% | -5.6% | +5.1% |
| 7D | +1.2% | +3.9% | -2.7% | +0.6% |
| 30D | +21.3% | -3.5% | +24.8% | +21.2% |
| 3M | +58.4% | +14.1% | +44.3% | +56.6% |
| 6M | +39.3% | +6.2% | +33.1% | +37.9% |
| YTD | -21.7% | +12.4% | -34.1% | -22.2% |
| 1Y | -47.3% | +40.0% | -87.3% | -45.8% |
| All | -47.3% | +38.8% | -86.1% | -45.8% |
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 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