+294.7%
WELL vs DOCN
+70.4%
+224.3%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -15.9% | +14.8% | -0.4% |
| 7D | +5.3% | -29.3% | +34.5% | +6.6% |
| 30D | +8.7% | -46.0% | +54.7% | +11.2% |
| 3M | +3.8% | -43.2% | +47.0% | +5.8% |
| 6M | +15.4% | -53.7% | +69.1% | +18.0% |
| YTD | +33.7% | +46.9% | -13.3% | +26.6% |
| 1Y | +33.6% | +54.3% | -20.7% | +26.1% |
| 3Y | +194.2% | +185.5% | +8.7% | +159.5% |
| 5Y | +227.0% | -31.1% | +258.1% | +195.8% |
| All | +294.7% | +70.4% | +224.3% | +257.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling