+198.3%
WELL vs DHI
+21.1%
+177.3%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.7% | -1.7% | -0.2% |
| 7D | -0.2% | -3.4% | +3.2% | +0.1% |
| 30D | +2.3% | -5.4% | +7.8% | +2.8% |
| 3M | +12.3% | -10.4% | +22.7% | +13.2% |
| 6M | +15.6% | -2.8% | +18.3% | +15.5% |
| YTD | +28.3% | -3.4% | +31.7% | +28.1% |
| 1Y | +41.9% | -22.9% | +64.8% | +44.6% |
| 3Y | +198.3% | +20.7% | +177.7% | +166.4% |
| All | +198.3% | +21.1% | +177.3% | +166.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DHI.
Daily Out/Under-Performance
Portfolio return minus DHI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHI 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 3y: compounded portfolio wealth divided by compounded DHI 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…
3y analysis · Full analysis span regression · 6 months rolling