-34.9%
WULF vs DOCU
-78.0%
+43.1%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +3.7% | -2.0% | +0.4% |
| 7D | +7.6% | +6.9% | +0.7% | +4.9% |
| 30D | -8.6% | +19.0% | -27.6% | -15.2% |
| 3M | -37.0% | +34.3% | -71.3% | -45.5% |
| 6M | +7.4% | +48.0% | -40.6% | -13.4% |
| YTD | +43.7% | 0.0% | +43.7% | +35.2% |
| 1Y | +86.1% | -10.3% | +96.4% | +83.2% |
| 3Y | +733.8% | +32.4% | +701.4% | +561.0% |
| All | -34.9% | -78.0% | +43.1% | -24.4% |
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