+19.8%
DDOG vs WELL
+37.3%
-17.5%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.4% | +2.8% | -17.2% | -13.1% |
| 7D | -32.2% | +9.2% | -41.4% | -29.4% |
| 30D | -31.7% | +10.6% | -42.4% | -28.4% |
| 3M | -34.5% | +7.5% | -42.0% | -32.0% |
| 6M | +28.7% | +15.0% | +13.6% | +41.6% |
| YTD | +38.8% | +35.0% | +3.7% | +58.0% |
| 1Y | +19.8% | +36.5% | -16.7% | +29.5% |
| All | +19.8% | +37.3% | -17.5% | +29.5% |
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