+209.7%
WELL vs DOCU
+33.7%
+176.0%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +3.7% | -5.8% | -2.1% |
| 7D | -0.8% | +6.9% | -7.7% | -0.8% |
| 30D | -0.1% | +19.0% | -19.1% | -0.1% |
| 3M | +18.0% | +34.3% | -16.3% | +17.9% |
| 6M | +15.0% | +48.0% | -33.0% | +14.7% |
| YTD | +28.6% | 0.0% | +28.6% | +29.6% |
| 1Y | +42.9% | -10.3% | +53.2% | +44.4% |
| All | +209.7% | +33.7% | +176.0% | +190.6% |
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