+15.0%
WELL vs DBX
+34.7%
-19.7%
-11.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.4% | +0.4% | -2.1% |
| 7D | -0.8% | -2.4% | +1.6% | -0.8% |
| 30D | -0.1% | -0.5% | +0.4% | -0.1% |
| 3M | +18.0% | +28.1% | -10.0% | +19.3% |
| 6M | +15.0% | +33.1% | -18.1% | +17.5% |
| All | +15.0% | +34.7% | -19.7% | +17.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DBX.
Daily Out/Under-Performance
Portfolio return minus DBX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DBX 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 6mo: compounded portfolio wealth divided by compounded DBX 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…
6mo analysis · Full analysis span regression · 6 months rolling