+488.7%
WELL vs DOCU
+80.0%
+408.7%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +3.7% | -5.8% | -2.3% |
| 7D | -0.8% | +6.9% | -7.7% | -1.2% |
| 30D | -0.1% | +19.0% | -19.1% | -1.1% |
| 3M | +18.0% | +34.3% | -16.3% | +15.9% |
| 6M | +15.0% | +48.0% | -33.0% | +12.0% |
| YTD | +28.6% | 0.0% | +28.6% | +28.1% |
| 1Y | +42.9% | -10.3% | +53.2% | +43.1% |
| 3Y | +203.0% | +32.4% | +170.6% | +190.5% |
| 5Y | +206.9% | -77.9% | +284.8% | +209.2% |
| All | +488.7% | +80.0% | +408.7% | +391.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling