+43.3%
DIS vs WELL
+195.0%
-151.7%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.2% | -0.2% | -0.4% |
| 7D | +5.2% | +4.4% | +0.8% | +4.6% |
| 30D | +11.5% | +10.8% | +0.7% | +9.7% |
| 3M | +11.5% | +4.2% | +7.3% | +10.8% |
| 6M | +8.9% | +14.0% | -5.1% | +6.8% |
| YTD | +3.4% | +33.4% | -30.0% | -1.0% |
| 1Y | +7.2% | +32.4% | -25.2% | +2.6% |
| 3Y | +43.3% | +194.7% | -151.4% | +26.1% |
| All | +43.3% | +195.0% | -151.7% | +26.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling