+18,665.9%
WELL vs DOC
+2,974.4%
+15,691.5%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.8% | -0.2% | -0.9% |
| 7D | -0.8% | -1.5% | +0.7% | +0.1% |
| 30D | -0.1% | -4.8% | +4.7% | +2.9% |
| 3M | +18.0% | +6.9% | +11.1% | +13.1% |
| 6M | +15.0% | +20.7% | -5.7% | +0.3% |
| YTD | +28.6% | +34.1% | -5.5% | +4.5% |
| 1Y | +42.9% | +22.6% | +20.3% | +22.3% |
| 3Y | +203.0% | +20.8% | +182.2% | +152.5% |
| 5Y | +206.9% | -24.9% | +231.7% | +246.2% |
| 10Y | +339.5% | -1.8% | +341.3% | +340.9% |
| All | +18,665.9% | +2,974.4% | +15,691.5% | +7,164.8% |
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