+208.8%
WELL vs DE
+96.1%
+112.7%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.1% | -0.5% |
| 7D | -1.1% | -3.0% | +1.9% | -0.6% |
| 30D | +0.7% | +11.1% | -10.4% | -1.3% |
| 3M | +14.5% | +17.6% | -3.1% | +10.7% |
| 6M | +14.4% | +13.6% | +0.8% | +11.1% |
| YTD | +28.5% | +46.3% | -17.8% | +18.1% |
| 1Y | +41.8% | +44.2% | -2.4% | +30.5% |
| 3Y | +202.8% | +76.6% | +126.2% | +161.7% |
| 5Y | +208.8% | +98.2% | +110.6% | +153.3% |
| All | +208.8% | +96.1% | +112.7% | +153.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling