+1,103.7%
DIA vs WELL
+4,624.6%
-3,520.9%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.1% | -0.4% | -0.3% |
| 7D | +0.9% | +2.7% | -1.8% | +0.1% |
| 30D | +1.1% | +9.8% | -8.7% | -1.9% |
| 3M | -2.9% | +5.8% | -8.6% | -4.7% |
| 6M | +5.9% | +16.2% | -10.3% | +0.5% |
| YTD | +9.8% | +34.9% | -25.1% | -0.9% |
| 1Y | +11.7% | +31.0% | -19.3% | +1.6% |
| 3Y | +59.5% | +205.4% | -145.9% | +9.8% |
| 5Y | +57.5% | +220.8% | -163.3% | +5.1% |
| 10Y | +235.9% | +471.8% | -235.9% | +70.1% |
| All | +1,103.7% | +4,624.6% | -3,520.9% | +208.5% |
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