+1,106.2%
DELL vs WELL
+211.0%
+895.2%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.6% | +0.8% | +0.4% |
| 7D | +8.7% | -1.1% | +9.9% | +9.0% |
| 30D | +16.9% | +0.7% | +16.2% | +16.7% |
| 3M | +40.4% | +14.5% | +25.9% | +36.1% |
| 6M | +267.1% | +14.4% | +252.7% | +253.7% |
| YTD | +329.1% | +28.5% | +300.6% | +298.3% |
| 1Y | +346.9% | +41.8% | +305.2% | +300.7% |
| 3Y | +696.6% | +202.8% | +493.8% | +420.4% |
| 5Y | +1,106.2% | +208.8% | +897.4% | +678.2% |
| All | +1,106.2% | +211.0% | +895.2% | +678.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling