+1,635.0%
DIS vs WELL
+19,568.3%
-17,933.3%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.0% | -0.4% | -1.1% |
| 7D | +5.7% | +5.3% | +0.4% | +3.9% |
| 30D | +12.7% | +8.7% | +4.0% | +9.4% |
| 3M | +15.2% | +3.8% | +11.4% | +13.6% |
| 6M | +17.6% | +15.4% | +2.2% | +11.4% |
| YTD | +3.8% | +33.7% | -29.8% | -6.9% |
| 1Y | +6.8% | +33.6% | -26.9% | -4.4% |
| 3Y | +42.1% | +194.2% | -152.1% | -4.9% |
| 5Y | -31.2% | +227.0% | -258.2% | -56.2% |
| 10Y | +37.6% | +430.7% | -393.1% | -32.0% |
| All | +1,635.0% | +19,568.3% | -17,933.3% | +304.6% |
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