+32.4%
WELL vs DOCS
-49.1%
+81.6%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.0% | +1.8% | -0.2% |
| 7D | +4.4% | -0.8% | +5.2% | +4.4% |
| 30D | +10.8% | +17.4% | -6.6% | +11.6% |
| 3M | +4.2% | +57.4% | -53.1% | +6.6% |
| 6M | +14.0% | +26.5% | -12.5% | +15.2% |
| YTD | +33.4% | -26.6% | +60.0% | +30.9% |
| 1Y | +32.4% | -48.1% | +80.5% | +29.2% |
| All | +32.4% | -49.1% | +81.6% | +29.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCS.
Daily Out/Under-Performance
Portfolio return minus DOCS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCS 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 DOCS 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