+1,081.8%
DIA vs WELL
+4,574.0%
-3,492.3%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.2% | -0.2% | -0.3% |
| 7D | -0.9% | +4.4% | -5.4% | -2.3% |
| 30D | +0.3% | +10.8% | -10.5% | -3.0% |
| 3M | -4.5% | +4.2% | -8.7% | -5.9% |
| 6M | +3.4% | +14.0% | -10.6% | -1.4% |
| YTD | +7.8% | +33.4% | -25.6% | -2.4% |
| 1Y | +10.7% | +32.4% | -21.7% | +0.4% |
| 3Y | +57.5% | +194.7% | -137.2% | +9.6% |
| 5Y | +53.7% | +226.5% | -172.7% | +1.9% |
| 10Y | +247.2% | +429.8% | -182.7% | +80.2% |
| All | +1,081.8% | +4,574.0% | -3,492.3% | +203.9% |
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