+18,665.9%
WELL vs D
+2,347.4%
+16,318.5%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.4% | -0.6% | -1.5% |
| 7D | -0.8% | +0.4% | -1.2% | -1.0% |
| 30D | -0.1% | -3.6% | +3.5% | +1.4% |
| 3M | +18.0% | -1.0% | +19.0% | +18.5% |
| 6M | +15.0% | +6.3% | +8.7% | +11.7% |
| YTD | +28.6% | +14.7% | +13.9% | +20.9% |
| 1Y | +42.9% | +16.9% | +26.0% | +33.1% |
| 3Y | +203.0% | +56.8% | +146.2% | +144.7% |
| 5Y | +206.9% | +5.2% | +201.7% | +191.7% |
| 10Y | +339.5% | +35.9% | +303.6% | +278.6% |
| All | +18,665.9% | +2,347.4% | +16,318.5% | +9,621.7% |
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