-27.9%
DHR vs WELL
+211.0%
-238.9%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | 0.0% |
| 7D | -2.4% | -1.1% | -1.3% | -2.1% |
| 30D | -2.2% | +0.7% | -2.9% | -2.4% |
| 3M | +9.0% | +14.5% | -5.6% | +4.9% |
| 6M | +3.5% | +14.4% | -10.9% | -0.6% |
| YTD | -10.1% | +28.5% | -38.6% | -16.7% |
| 1Y | +6.2% | +41.8% | -35.6% | -4.6% |
| 3Y | -5.4% | +202.8% | -208.2% | -34.0% |
| 5Y | -27.9% | +208.8% | -236.7% | -50.8% |
| All | -27.9% | +211.0% | -238.9% | -50.8% |
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 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