+102.9%
DAL vs WELL
+227.0%
-124.1%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.2% | +2.3% | +2.2% |
| 7D | +8.8% | +4.4% | +4.4% | +7.2% |
| 30D | +5.4% | +10.8% | -5.4% | +1.4% |
| 3M | -4.9% | +4.2% | -9.1% | -6.6% |
| 6M | +19.8% | +14.0% | +5.8% | +13.2% |
| YTD | +27.0% | +33.4% | -6.4% | +12.4% |
| 1Y | +52.5% | +32.4% | +20.0% | +35.0% |
| 3Y | +173.8% | +194.7% | -20.9% | +63.8% |
| All | +102.9% | +227.0% | -124.1% | +15.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling