-11.7%
DHR vs WELL
+225.4%
-237.1%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.0% | -0.4% | -1.1% |
| 7D | +2.6% | +0.1% | +2.4% | +2.5% |
| 30D | +4.2% | +6.8% | -2.6% | +2.2% |
| 3M | +13.0% | +6.7% | +6.3% | +10.7% |
| 6M | +40.2% | +13.8% | +26.4% | +34.4% |
| YTD | +2.0% | +33.8% | -31.8% | -7.2% |
| 1Y | +6.6% | +29.6% | -23.0% | -2.2% |
| 3Y | +19.9% | +203.1% | -183.2% | -19.5% |
| 5Y | -11.7% | +223.8% | -235.6% | -43.1% |
| All | -11.7% | +225.4% | -237.1% | -43.1% |
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