+319.1%
DELL vs WELL
+42.4%
+276.6%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.1% | +3.6% | +0.6% |
| 7D | +14.9% | -0.8% | +15.7% | +14.6% |
| 30D | +13.3% | -0.1% | +13.4% | +12.8% |
| 3M | +24.4% | +18.0% | +6.4% | +35.7% |
| 6M | +258.0% | +15.0% | +243.0% | +286.1% |
| YTD | +320.2% | +28.6% | +291.6% | +358.4% |
| 1Y | +319.1% | +42.9% | +276.1% | +360.1% |
| All | +319.1% | +42.4% | +276.6% | +360.1% |
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