-53.5%
WULF vs DOCU
-68.9%
+15.4%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +3.2% | +3.2% | +5.2% |
| 7D | +14.2% | -0.4% | +14.6% | +14.4% |
| 30D | -0.1% | +12.9% | -13.0% | -4.6% |
| 3M | -20.2% | +35.1% | -55.3% | -30.0% |
| 6M | -42.8% | +76.2% | -119.0% | -56.4% |
| YTD | +16.3% | +17.2% | -0.9% | +2.1% |
| 1Y | +8.0% | +16.4% | -8.4% | -4.7% |
| 3Y | +1,263.3% | +95.6% | +1,167.7% | +807.9% |
| 5Y | -53.5% | -68.5% | +15.0% | -58.0% |
| All | -53.5% | -68.9% | +15.4% | -58.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCU.
Daily Out/Under-Performance
Portfolio return minus DOCU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCU 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 5y: compounded portfolio wealth divided by compounded DOCU 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…
5y analysis · Full analysis span regression · 6 months rolling