+247.4%
WELL vs DOC
-22.8%
+270.2%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +3.1% | -0.3% | +1.2% |
| 7D | +9.2% | +8.7% | +0.4% | +4.6% |
| 30D | +10.6% | +7.6% | +3.0% | +6.6% |
| 3M | +7.5% | -5.3% | +12.8% | +10.3% |
| 6M | +15.0% | +27.6% | -12.6% | +0.5% |
| YTD | +35.0% | +32.4% | +2.6% | +14.8% |
| 1Y | +36.5% | +22.9% | +13.6% | +20.9% |
| 3Y | +197.3% | +43.1% | +154.2% | +130.4% |
| 5Y | +247.4% | -21.4% | +268.8% | +330.0% |
| All | +247.4% | -22.8% | +270.2% | +330.0% |
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 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