+381.8%
DAL vs WELL
+1,223.6%
-841.7%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.0% | -3.3% | -3.7% |
| 7D | +4.6% | +5.3% | -0.7% | +1.6% |
| 30D | +2.3% | +8.7% | -6.4% | -2.8% |
| 3M | -8.1% | +3.8% | -11.9% | -10.5% |
| 6M | +21.4% | +15.4% | +6.1% | +10.2% |
| YTD | +24.3% | +33.7% | -9.3% | +2.8% |
| 1Y | +47.4% | +33.6% | +13.7% | +21.4% |
| 3Y | +164.6% | +194.2% | -29.6% | +31.4% |
| 5Y | +100.2% | +227.0% | -126.8% | -9.2% |
| 10Y | +124.9% | +430.7% | -305.9% | -33.2% |
| All | +381.8% | +1,223.6% | -841.7% | -39.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling