-23.9%
DIS vs WELL
+222.4%
-246.3%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.1% | +0.5% | +0.4% |
| 7D | +0.6% | +0.1% | +0.5% | +0.6% |
| 30D | +10.3% | +7.8% | +2.5% | +7.8% |
| 3M | +15.6% | +10.2% | +5.3% | +12.2% |
| 6M | +15.1% | +16.4% | -1.2% | +9.7% |
| YTD | +6.0% | +35.2% | -29.2% | -4.0% |
| 1Y | +5.7% | +30.5% | -24.8% | -3.4% |
| 3Y | +39.8% | +206.1% | -166.3% | -7.8% |
| 5Y | -23.9% | +228.3% | -252.1% | -52.1% |
| All | -23.9% | +222.4% | -246.3% | -52.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling