+212.9%
WELL vs DECK
+25.5%
+187.3%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.6% | -3.6% | -2.2% |
| 7D | -0.8% | -2.2% | +1.4% | -0.6% |
| 30D | -0.1% | -13.6% | +13.5% | +1.1% |
| 3M | +18.0% | -21.2% | +39.3% | +20.3% |
| 6M | +15.0% | -21.1% | +36.1% | +17.0% |
| YTD | +28.6% | -17.2% | +45.8% | +30.1% |
| 1Y | +42.9% | -30.7% | +73.7% | +46.6% |
| 3Y | +203.0% | -3.4% | +206.4% | +185.9% |
| All | +212.9% | +25.5% | +187.3% | +188.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling