+358.3%
DELL vs WELL
+42.1%
+316.1%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | 0.0% | +12.0% | +12.0% |
| 7D | +8.2% | -0.2% | +8.5% | +8.1% |
| 30D | +17.1% | +2.3% | +14.8% | +18.3% |
| 3M | +45.2% | +12.3% | +32.9% | +54.1% |
| 6M | +286.8% | +15.6% | +271.2% | +316.8% |
| YTD | +354.8% | +28.3% | +326.5% | +394.8% |
| 1Y | +358.3% | +41.9% | +316.3% | +409.7% |
| All | +358.3% | +42.1% | +316.1% | +409.7% |
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