+6.6%
DHR vs WELL
+29.6%
-23.0%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.0% | -0.4% | -1.3% |
| 7D | +2.6% | +0.1% | +2.4% | +2.6% |
| 30D | +4.2% | +6.8% | -2.6% | +3.6% |
| 3M | +13.0% | +6.7% | +6.3% | +12.4% |
| 6M | +40.2% | +13.8% | +26.4% | +38.0% |
| YTD | +2.0% | +33.8% | -31.8% | +3.2% |
| 1Y | +6.6% | +29.6% | -23.0% | +7.8% |
| All | +6.6% | +29.6% | -23.0% | +7.8% |
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