+15.6%
DOCU vs WPM
+26.6%
-11.0%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.8% | +2.8% | -0.2% |
| 7D | +1.6% | -0.5% | +2.1% | +1.6% |
| 30D | +10.8% | -3.1% | +14.0% | +10.8% |
| 3M | +38.0% | -2.2% | +40.1% | +37.8% |
| 6M | +77.4% | -7.4% | +84.8% | +77.6% |
| YTD | +17.2% | +12.6% | +4.5% | +10.1% |
| 1Y | +15.6% | +22.8% | -7.3% | +3.5% |
| All | +15.6% | +26.6% | -11.0% | +3.5% |
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