+212.9%
WELL vs DOC
-24.5%
+237.4%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.8% | -0.2% | -1.1% |
| 7D | -0.8% | -1.5% | +0.7% | 0.0% |
| 30D | -0.1% | -4.8% | +4.7% | +2.4% |
| 3M | +18.0% | +6.9% | +11.1% | +14.1% |
| 6M | +15.0% | +20.7% | -5.7% | +3.4% |
| YTD | +28.6% | +34.1% | -5.5% | +8.6% |
| 1Y | +42.9% | +22.6% | +20.3% | +26.6% |
| 3Y | +203.0% | +20.8% | +182.2% | +167.4% |
| All | +212.9% | -24.5% | +237.4% | +300.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling