+61,719.3%
DHR vs WELL
+19,558.2%
+42,161.1%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.2% | +0.6% | +0.4% |
| 7D | +1.2% | +0.1% | +1.1% | +1.2% |
| 30D | +3.7% | +5.7% | -1.9% | +2.1% |
| 3M | +14.5% | +4.6% | +9.9% | +13.0% |
| 6M | +40.9% | +11.9% | +29.1% | +36.3% |
| YTD | +2.4% | +33.6% | -31.2% | -5.8% |
| 1Y | +6.1% | +29.8% | -23.6% | -1.7% |
| 3Y | +21.0% | +202.2% | -181.1% | -11.3% |
| 5Y | -11.4% | +223.2% | -234.6% | -36.9% |
| 10Y | +241.8% | +461.7% | -219.9% | +90.2% |
| All | +61,719.3% | +19,558.2% | +42,161.1% | +19,300.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling