+128.1%
DAL vs WELL
+451.0%
-322.8%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +1.0% | +4.3% | +4.8% |
| 7D | +10.0% | +3.5% | +6.6% | +8.3% |
| 30D | +12.0% | +9.7% | +2.3% | +6.9% |
| 3M | +0.8% | +4.8% | -4.0% | -1.9% |
| 6M | +26.2% | +16.1% | +10.1% | +16.0% |
| YTD | +33.7% | +34.7% | -1.0% | +13.6% |
| 1Y | +57.6% | +31.9% | +25.7% | +35.0% |
| 3Y | +183.5% | +209.9% | -26.4% | +52.2% |
| 5Y | +114.2% | +226.5% | -112.4% | +9.8% |
| 10Y | +128.1% | +455.3% | -327.1% | -8.4% |
| All | +128.1% | +451.0% | -322.8% | -8.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WELL.
Daily Out/Under-Performance
Portfolio return minus WELL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WELL 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 WELL 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