+54,893.9%
DHR vs WELL
+18,826.3%
+36,067.6%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.1% | +0.5% | -1.1% |
| 7D | -3.9% | -0.8% | -3.1% | -3.7% |
| 30D | +4.0% | -0.1% | +4.1% | +4.0% |
| 3M | +11.5% | +18.0% | -6.5% | +6.5% |
| 6M | +1.9% | +15.0% | -13.1% | -2.2% |
| YTD | -8.9% | +28.6% | -37.5% | -15.3% |
| 1Y | +5.1% | +42.9% | -37.8% | -5.1% |
| 3Y | -10.3% | +203.0% | -213.3% | -34.3% |
| 5Y | -27.8% | +206.9% | -234.7% | -48.0% |
| 10Y | +203.6% | +339.5% | -135.8% | +81.7% |
| All | +54,893.9% | +18,826.3% | +36,067.6% | +17,354.7% |
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