+3,313.5%
DELL vs WELL
+361.0%
+2,952.5%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.8% | -0.1% | +11.9% | +11.8% |
| 7D | +0.4% | +0.1% | +0.3% | +0.4% |
| 30D | -35.1% | +7.8% | -42.9% | -36.7% |
| 3M | -15.1% | +10.2% | -25.4% | -17.8% |
| 6M | +51.7% | +16.4% | +35.4% | +43.3% |
| YTD | +200.0% | +35.2% | +164.8% | +169.3% |
| 1Y | +172.1% | +30.5% | +141.7% | +146.9% |
| 3Y | +431.2% | +206.1% | +225.1% | +257.5% |
| 5Y | +633.1% | +228.3% | +404.8% | +375.7% |
| 10Y | +2,886.3% | +468.3% | +2,418.0% | +1,423.5% |
| All | +3,313.5% | +361.0% | +2,952.5% | +1,769.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling