+1,129.1%
DIA vs WELL
+4,405.4%
-3,276.3%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.1% | +1.5% | +0.1% |
| 7D | -0.2% | -0.8% | +0.6% | 0.0% |
| 30D | -1.5% | -0.1% | -1.4% | -1.6% |
| 3M | +3.8% | +18.0% | -14.3% | -1.8% |
| 6M | +10.3% | +15.0% | -4.7% | +4.9% |
| YTD | +12.1% | +28.6% | -16.5% | +2.8% |
| 1Y | +18.6% | +42.9% | -24.3% | +5.0% |
| 3Y | +60.6% | +203.0% | -142.4% | +10.8% |
| 5Y | +64.4% | +206.9% | -142.5% | +11.1% |
| 10Y | +250.1% | +339.5% | -89.4% | +93.3% |
| All | +1,129.1% | +4,405.4% | -3,276.3% | +220.1% |
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