+202.2%
WELL vs DE
+88.0%
+114.1%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.8% | +0.6% | -0.1% |
| 7D | +0.1% | +0.3% | -0.2% | +0.1% |
| 30D | +5.7% | +3.6% | +2.1% | +5.2% |
| 3M | +4.6% | +10.2% | -5.6% | +3.4% |
| 6M | +11.9% | +16.6% | -4.7% | +9.6% |
| YTD | +33.6% | +45.8% | -12.2% | +27.1% |
| 1Y | +29.8% | +43.9% | -14.1% | +23.6% |
| 3Y | +202.2% | +89.6% | +112.5% | +172.6% |
| All | +202.2% | +88.0% | +114.1% | +172.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling