+32.4%
WELL vs DOCN
+50.9%
-18.5%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.5% | -2.7% | -0.1% |
| 7D | +4.4% | -19.2% | +23.6% | +3.9% |
| 30D | +10.8% | -43.1% | +53.9% | +9.4% |
| 3M | +4.2% | -40.7% | +44.9% | +3.2% |
| 6M | +14.0% | -55.0% | +69.0% | +12.0% |
| YTD | +33.4% | +50.6% | -17.2% | +32.4% |
| 1Y | +32.4% | +54.0% | -21.5% | +31.7% |
| All | +32.4% | +50.9% | -18.5% | +31.7% |
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