-57.9%
WULF vs DOCU
-71.0%
+13.1%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.8% | -1.7% | +14.5% | +13.4% |
| 7D | -3.1% | -5.5% | +2.5% | -1.2% |
| 30D | -21.0% | +12.6% | -33.7% | -24.7% |
| 3M | -35.5% | +36.4% | -71.9% | -43.8% |
| 6M | -55.8% | +66.8% | -122.6% | -65.7% |
| YTD | -1.0% | +13.5% | -14.5% | -12.2% |
| 1Y | -20.4% | +11.3% | -31.7% | -28.5% |
| 3Y | +972.6% | +92.1% | +880.6% | +617.8% |
| All | -57.9% | -71.0% | +13.1% | -60.8% |
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