+7.7%
DIS vs WELL
+31.8%
-24.2%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.0% | +1.1% | +1.9% |
| 7D | +5.3% | +3.5% | +1.8% | +4.9% |
| 30D | +10.2% | +9.7% | +0.5% | +9.2% |
| 3M | +13.5% | +4.8% | +8.7% | +12.8% |
| 6M | +11.1% | +16.1% | -5.0% | +10.6% |
| YTD | +5.5% | +34.7% | -29.2% | +7.8% |
| All | +7.7% | +31.8% | -24.2% | +8.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling