+279.8%
WELL vs DOCN
+171.0%
+108.8%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +2.8% | -4.9% | -2.2% |
| 7D | -0.8% | +1.1% | -1.9% | -0.9% |
| 30D | -0.1% | -9.6% | +9.6% | +0.3% |
| 3M | +18.0% | -37.7% | +55.7% | +20.1% |
| 6M | +15.0% | +115.2% | -100.2% | +8.2% |
| YTD | +28.6% | +133.7% | -105.1% | +20.0% |
| 1Y | +42.9% | +250.2% | -207.2% | +29.4% |
| 3Y | +203.0% | +320.3% | -117.3% | +164.2% |
| 5Y | +206.9% | +53.1% | +153.8% | +174.2% |
| All | +279.8% | +171.0% | +108.8% | +239.3% |
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