+19,605.1%
WELL vs DOC
+2,934.4%
+16,670.7%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +3.1% | -0.3% | +0.9% |
| 7D | +9.2% | +8.7% | +0.4% | +3.6% |
| 30D | +10.6% | +7.6% | +3.0% | +5.6% |
| 3M | +7.5% | -5.3% | +12.8% | +11.0% |
| 6M | +15.0% | +27.6% | -12.6% | -3.1% |
| YTD | +35.0% | +32.4% | +2.6% | +10.5% |
| 1Y | +36.5% | +22.9% | +13.6% | +16.8% |
| 3Y | +197.3% | +43.1% | +154.2% | +122.9% |
| 5Y | +247.4% | -21.4% | +268.8% | +280.2% |
| 10Y | +436.3% | +16.8% | +419.5% | +387.5% |
| All | +19,605.1% | +2,934.4% | +16,670.7% | +7,581.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling