+126.0%
DUK vs WELL
+356.7%
-230.7%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | +0.1% | +0.1% |
| 7D | -0.7% | -0.2% | -0.4% | -0.6% |
| 30D | -2.4% | +2.3% | -4.8% | -3.2% |
| 3M | -3.0% | +12.3% | -15.3% | -6.6% |
| 6M | -6.6% | +15.6% | -22.1% | -11.0% |
| YTD | +4.6% | +28.3% | -23.8% | -3.7% |
| 1Y | +1.2% | +41.9% | -40.7% | -9.8% |
| 3Y | +45.7% | +198.3% | -152.7% | +2.0% |
| 5Y | +40.3% | +206.4% | -166.1% | -4.0% |
| All | +126.0% | +356.7% | -230.7% | +34.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling