+332.6%
WELL vs DOC
-2.1%
+334.7%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.8% | -0.2% | -0.6% |
| 7D | -0.8% | -1.5% | +0.7% | +0.4% |
| 30D | -0.1% | -4.8% | +4.7% | +3.7% |
| 3M | +18.0% | +6.9% | +11.1% | +11.8% |
| 6M | +15.0% | +20.7% | -5.7% | -3.6% |
| YTD | +28.6% | +34.1% | -5.5% | -1.8% |
| 1Y | +42.9% | +22.6% | +20.3% | +16.8% |
| 3Y | +203.0% | +20.8% | +182.2% | +136.4% |
| 5Y | +206.9% | -24.9% | +231.7% | +269.5% |
| All | +332.6% | -2.1% | +334.7% | +327.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 10y: compounded portfolio wealth divided by compounded DOC 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…
10y analysis · Full analysis span regression · 6 months rolling