+19,401.7%
WELL vs D
+2,488.7%
+16,913.0%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.2% | -0.9% | -1.0% |
| 7D | +5.3% | +6.9% | -1.7% | +2.3% |
| 30D | +8.7% | +12.3% | -3.6% | +3.5% |
| 3M | +3.8% | +3.0% | +0.8% | +2.4% |
| 6M | +15.4% | +12.8% | +2.6% | +9.1% |
| YTD | +33.7% | +22.6% | +11.1% | +22.0% |
| 1Y | +33.6% | +21.7% | +12.0% | +22.3% |
| 3Y | +194.2% | +83.9% | +110.3% | +122.4% |
| 5Y | +227.0% | +14.0% | +213.1% | +200.5% |
| 10Y | +430.7% | +45.6% | +385.2% | +343.8% |
| All | +19,401.7% | +2,488.7% | +16,913.0% | +9,754.6% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 D 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