+227.0%
WELL vs DOCS
-54.0%
+281.0%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -4.3% | +3.3% | -0.8% |
| 7D | +5.3% | -1.3% | +6.6% | +5.3% |
| 30D | +8.7% | +19.4% | -10.7% | +7.7% |
| 3M | +3.8% | +53.4% | -49.6% | +1.2% |
| 6M | +15.4% | +28.8% | -13.4% | +13.2% |
| YTD | +33.7% | -25.1% | +58.7% | +35.4% |
| 1Y | +33.6% | -48.1% | +81.8% | +38.6% |
| 3Y | +194.2% | +51.4% | +142.8% | +172.0% |
| 5Y | +227.0% | -51.1% | +278.1% | +212.4% |
| All | +227.0% | -54.0% | +281.0% | +212.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling