+195.2%
WELL vs DOCN
+182.8%
+12.4%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -15.9% | +14.8% | -1.0% |
| 7D | +5.3% | -29.3% | +34.5% | +5.4% |
| 30D | +8.7% | -46.0% | +54.7% | +9.1% |
| 3M | +3.8% | -43.2% | +47.0% | +4.1% |
| 6M | +15.4% | -53.7% | +69.1% | +15.7% |
| YTD | +33.7% | +46.9% | -13.3% | +28.9% |
| 1Y | +33.6% | +54.3% | -20.7% | +28.6% |
| All | +195.2% | +182.8% | +12.4% | +186.7% |
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 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