+209.7%
WELL vs DOCN
+324.7%
-115.0%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +2.8% | -4.9% | -2.1% |
| 7D | -0.8% | +1.1% | -1.9% | -0.8% |
| 30D | -0.1% | -9.6% | +9.6% | 0.0% |
| 3M | +18.0% | -37.7% | +55.7% | +18.8% |
| 6M | +15.0% | +115.2% | -100.2% | +10.6% |
| YTD | +28.6% | +133.7% | -105.1% | +23.0% |
| 1Y | +42.9% | +250.2% | -207.2% | +33.7% |
| All | +209.7% | +324.7% | -115.0% | +186.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling