+32.4%
WELL vs DECK
+6.6%
+25.8%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.2% | +1.0% | -0.1% |
| 7D | +4.4% | +5.8% | -1.3% | +3.9% |
| 30D | +10.8% | +7.9% | +2.9% | +10.1% |
| 3M | +4.2% | -11.4% | +15.6% | +5.0% |
| 6M | +14.0% | -16.6% | +30.6% | +15.4% |
| YTD | +33.4% | -16.4% | +49.8% | +34.6% |
| 1Y | +32.4% | +8.6% | +23.8% | +36.8% |
| All | +32.4% | +6.6% | +25.8% | +36.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DECK.
Daily Out/Under-Performance
Portfolio return minus DECK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DECK 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 1y: compounded portfolio wealth divided by compounded DECK 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…
1y analysis · Full analysis span regression · 6 months rolling