+64.1%
DIA vs WELL
+215.5%
-151.3%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.5% | -1.6% | -1.2% |
| 7D | +0.1% | -1.3% | +1.4% | +0.4% |
| 30D | -2.1% | +0.5% | -2.6% | -2.2% |
| 3M | +4.2% | +19.1% | -14.9% | -0.4% |
| 6M | +11.9% | +17.0% | -5.1% | +7.2% |
| YTD | +10.8% | +29.2% | -18.4% | +3.3% |
| 1Y | +17.5% | +42.1% | -24.6% | +6.4% |
| 3Y | +59.9% | +204.5% | -144.6% | +15.0% |
| 5Y | +64.1% | +211.0% | -146.8% | +17.0% |
| All | +64.1% | +215.5% | -151.3% | +17.0% |
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