-95.2%
DFNS vs WELL
+14.6%
-109.8%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.1% | +2.6% | -6.1% |
| 7D | -16.0% | -0.8% | -15.2% | -18.0% |
| 30D | -77.7% | -0.1% | -77.6% | -77.6% |
| 3M | -77.2% | +18.0% | -95.2% | -76.2% |
| 6M | -95.2% | +15.0% | -110.2% | -95.2% |
| All | -95.2% | +14.6% | -109.8% | -95.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling