-98.3%
DFNS vs WELL
+43.5%
-141.7%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.5% | -1.2% | +0.1% |
| 7D | +0.8% | -1.3% | +2.1% | -1.9% |
| 30D | -73.2% | +0.5% | -73.7% | -72.8% |
| 3M | -72.4% | +19.1% | -91.5% | -73.2% |
| 6M | -95.2% | +17.0% | -112.2% | -95.4% |
| YTD | -98.0% | +29.2% | -127.2% | -98.2% |
| 1Y | -98.3% | +42.1% | -140.4% | -98.5% |
| All | -98.3% | +43.5% | -141.7% | -98.5% |
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 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