+45.5%
DAL vs WELL
+29.0%
+16.5%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.2% | -0.2% | -0.3% |
| 7D | -1.1% | +0.1% | -1.2% | -1.1% |
| 30D | +12.8% | +5.7% | +7.2% | +12.2% |
| 3M | -5.3% | +4.6% | -9.9% | -5.8% |
| 6M | +22.4% | +11.9% | +10.5% | +20.1% |
| YTD | +25.6% | +33.6% | -8.0% | +24.7% |
| 1Y | +45.5% | +29.8% | +15.7% | +43.6% |
| All | +45.5% | +29.0% | +16.5% | +43.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling