+52.7%
DRAM vs WELL
+24.3%
+28.5%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.2% | -2.7% | -3.1% |
| 7D | +7.9% | +0.1% | +7.8% | +8.0% |
| 30D | -15.4% | +5.7% | -21.1% | -9.7% |
| 3M | -25.5% | +4.6% | -30.2% | -20.8% |
| 6M | -22.3% | +11.9% | -34.1% | -1.7% |
| All | +52.7% | +24.3% | +28.5% | +99.9% |
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