+40.6%
WULF vs DOCU
+107.7%
-67.1%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.8% | -2.0% | -11.9% | -13.3% |
| 7D | -20.9% | -3.2% | -17.7% | -20.3% |
| 30D | -32.7% | +15.7% | -48.3% | -35.4% |
| 3M | -44.2% | +37.3% | -81.5% | -49.5% |
| 6M | -57.1% | +63.1% | -120.2% | -64.0% |
| YTD | -12.3% | +15.4% | -27.7% | -19.9% |
| 1Y | -34.4% | +11.3% | -45.7% | -39.2% |
| 3Y | +776.5% | +92.1% | +684.5% | +581.6% |
| 5Y | -59.6% | -70.5% | +10.9% | -60.7% |
| All | +40.6% | +107.7% | -67.1% | -2.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling