+198.3%
WELL vs DOCU
+94.9%
+103.4%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.2% | +2.7% | +2.8% |
| 7D | +9.2% | -3.7% | +12.9% | +9.1% |
| 30D | +10.6% | +15.0% | -4.3% | +10.7% |
| 3M | +7.5% | +39.9% | -32.4% | +7.7% |
| 6M | +15.0% | +66.2% | -51.1% | +15.2% |
| YTD | +35.0% | +17.7% | +17.4% | +36.3% |
| 1Y | +36.5% | +13.7% | +22.8% | +37.9% |
| All | +198.3% | +94.9% | +103.4% | +190.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling