+7,913.2%
WELL vs DECK
+8,125.5%
-212.3%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +6.0% | -3.1% | +2.3% |
| 7D | +9.2% | +10.4% | -1.2% | +8.2% |
| 30D | +10.6% | +11.1% | -0.5% | +9.6% |
| 3M | +7.5% | -10.8% | +18.3% | +8.5% |
| 6M | +15.0% | -8.7% | +23.8% | +15.6% |
| YTD | +35.0% | -14.0% | +49.1% | +36.1% |
| 1Y | +36.5% | +12.0% | +24.5% | +34.2% |
| 3Y | +197.3% | -10.5% | +207.7% | +191.8% |
| 5Y | +247.4% | +28.5% | +218.9% | +225.8% |
| 10Y | +436.3% | +923.3% | -487.0% | +322.8% |
| All | +7,913.2% | +8,125.5% | -212.3% | +5,525.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling