+510.8%
WELL vs DOCU
+104.2%
+406.5%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.7% | +1.5% | -0.1% |
| 7D | +4.4% | -5.5% | +10.0% | +4.8% |
| 30D | +10.8% | +12.6% | -1.8% | +10.1% |
| 3M | +4.2% | +36.4% | -32.2% | +2.3% |
| 6M | +14.0% | +66.8% | -52.8% | +10.4% |
| YTD | +33.4% | +13.5% | +20.0% | +31.9% |
| 1Y | +32.4% | +11.3% | +21.1% | +31.0% |
| 3Y | +194.7% | +92.1% | +102.7% | +175.7% |
| 5Y | +226.5% | -71.0% | +297.4% | +224.8% |
| All | +510.8% | +104.2% | +406.5% | +406.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCU.
Daily Out/Under-Performance
Portfolio return minus DOCU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCU 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 10y: compounded portfolio wealth divided by compounded DOCU 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…
10y analysis · Full analysis span regression · 6 months rolling