+211.0%
WELL vs DG
-37.3%
+248.2%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -4.0% | +4.5% | +0.7% |
| 7D | -1.3% | -2.5% | +1.1% | -1.2% |
| 30D | +0.5% | +1.0% | -0.5% | +0.4% |
| 3M | +19.1% | +20.3% | -1.2% | +18.0% |
| 6M | +17.0% | -11.7% | +28.7% | +17.6% |
| YTD | +29.2% | -2.3% | +31.5% | +29.1% |
| 1Y | +42.1% | +20.0% | +22.1% | +40.2% |
| 3Y | +204.5% | +7.2% | +197.3% | +200.2% |
| 5Y | +211.0% | -37.9% | +248.9% | +226.5% |
| All | +211.0% | -37.3% | +248.2% | +226.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DG.
Daily Out/Under-Performance
Portfolio return minus DG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DG 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 DG 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