+2,541.1%
DUK vs WELL
+18,826.3%
-16,285.1%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.1% | +1.1% | -0.5% |
| 7D | 0.0% | -0.8% | +0.8% | +0.2% |
| 30D | -1.7% | -0.1% | -1.6% | -1.7% |
| 3M | -0.4% | +18.0% | -18.5% | -4.4% |
| 6M | -7.2% | +15.0% | -22.2% | -10.5% |
| YTD | +5.3% | +28.6% | -23.4% | -1.2% |
| 1Y | +3.0% | +42.9% | -40.0% | -5.9% |
| 3Y | +53.1% | +203.0% | -150.0% | +16.4% |
| 5Y | +37.9% | +206.9% | -169.0% | +3.5% |
| 10Y | +124.8% | +339.5% | -214.6% | +47.5% |
| All | +2,541.1% | +18,826.3% | -16,285.1% | +1,100.3% |
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