+349.9%
WELL vs DE
+867.0%
-517.1%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.1% | -0.2% | -0.1% |
| 7D | -2.2% | -2.4% | +0.1% | -1.5% |
| 30D | +4.7% | +9.7% | -5.0% | +1.2% |
| 3M | +11.9% | +21.4% | -9.4% | +4.1% |
| 6M | +14.3% | +15.0% | -0.7% | +7.8% |
| YTD | +28.4% | +46.4% | -18.1% | +10.4% |
| 1Y | +42.3% | +45.6% | -3.3% | +22.2% |
| 3Y | +202.6% | +76.8% | +125.8% | +134.6% |
| 5Y | +206.5% | +99.4% | +107.1% | +116.9% |
| All | +349.9% | +867.0% | -517.1% | +87.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DE.
Daily Out/Under-Performance
Portfolio return minus DE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DE 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 10y: compounded portfolio wealth divided by compounded DE 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…
10y analysis · Full analysis span regression · 6 months rolling