-1.0%
DDOG vs WELL
+29.0%
-30.0%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.2% | 0.0% | -0.3% |
| 7D | +2.9% | +0.1% | +2.7% | +2.9% |
| 30D | -31.6% | +5.7% | -37.3% | -29.4% |
| 3M | -27.0% | +4.6% | -31.6% | -25.0% |
| 6M | -10.3% | +11.9% | -22.2% | -2.2% |
| YTD | +35.4% | +33.6% | +1.8% | +59.5% |
| 1Y | -1.0% | +29.8% | -30.7% | +16.0% |
| All | -1.0% | +29.0% | -30.0% | +16.0% |
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