+54.1%
DDOG vs WELL
+43.5%
+10.6%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.5% | -1.7% | -1.1% |
| 7D | -6.1% | -1.3% | -4.8% | -6.5% |
| 30D | -10.1% | +0.5% | -10.6% | -10.0% |
| 3M | -9.3% | +19.1% | -28.3% | -1.8% |
| 6M | +67.2% | +17.0% | +50.2% | +78.8% |
| YTD | +54.6% | +29.2% | +25.4% | +66.8% |
| 1Y | +54.1% | +42.1% | +11.9% | +64.4% |
| All | +54.1% | +43.5% | +10.6% | +64.4% |
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 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