+388.0%
DELL vs WELL
+204.0%
+183.9%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | -0.2% | -7.0% | -7.2% |
| 7D | +4.9% | +0.1% | +4.8% | +4.9% |
| 30D | -32.1% | +5.7% | -37.7% | -31.3% |
| 3M | -30.2% | +4.6% | -34.9% | -29.5% |
| 6M | +41.7% | +11.9% | +29.9% | +45.8% |
| YTD | +176.6% | +33.6% | +143.0% | +179.8% |
| 1Y | +159.9% | +29.8% | +130.2% | +164.0% |
| 3Y | +388.0% | +202.2% | +185.8% | +298.6% |
| All | +388.0% | +204.0% | +183.9% | +298.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling