+18,751.7%
WELL vs DE
+14,571.6%
+4,180.1%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.8% | +2.3% | +0.9% |
| 7D | -1.3% | +0.7% | -2.0% | -1.5% |
| 30D | +0.5% | +9.6% | -9.1% | -2.0% |
| 3M | +19.1% | +19.0% | +0.1% | +13.4% |
| 6M | +17.0% | +16.1% | +0.9% | +11.8% |
| YTD | +29.2% | +47.0% | -17.8% | +15.8% |
| 1Y | +42.1% | +43.1% | -1.0% | +28.0% |
| 3Y | +204.5% | +77.5% | +127.1% | +155.4% |
| 5Y | +211.0% | +96.4% | +114.6% | +148.9% |
| 10Y | +337.6% | +852.9% | -515.3% | +134.9% |
| All | +18,751.7% | +14,571.6% | +4,180.1% | +7,187.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling