+2,761.7%
DUK vs WELL
+19,558.2%
-16,796.5%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.2% | +1.5% | +1.3% |
| 7D | +1.9% | +0.1% | +1.8% | +1.9% |
| 30D | +8.9% | +5.7% | +3.2% | +7.4% |
| 3M | +5.6% | +4.6% | +0.9% | +4.3% |
| 6M | +7.0% | +11.9% | -4.9% | +3.9% |
| YTD | +14.0% | +33.6% | -19.5% | +6.0% |
| 1Y | +9.1% | +29.8% | -20.7% | +2.0% |
| 3Y | +67.6% | +202.2% | -134.6% | +27.5% |
| 5Y | +56.6% | +223.2% | -166.6% | +16.1% |
| 10Y | +159.8% | +461.7% | -301.9% | +61.9% |
| All | +2,761.7% | +19,558.2% | -16,796.5% | +1,187.5% |
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