+36.5%
WELL vs DOCN
+110.0%
-73.5%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -7.2% | +10.0% | +2.6% |
| 7D | +9.2% | -20.0% | +29.2% | +8.6% |
| 30D | +10.6% | -38.8% | +49.4% | +9.7% |
| 3M | +7.5% | -34.8% | +42.3% | +6.7% |
| 6M | +15.0% | -22.8% | +37.8% | +14.2% |
| YTD | +35.0% | +74.6% | -39.6% | +32.6% |
| 1Y | +36.5% | +116.4% | -79.9% | +32.7% |
| All | +36.5% | +110.0% | -73.5% | +32.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCN.
Daily Out/Under-Performance
Portfolio return minus DOCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCN 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 1y: compounded portfolio wealth divided by compounded DOCN 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…
1y analysis · Full analysis span regression · 6 months rolling