+10,349.2%
WELL vs DHI
+12,596.5%
-2,247.3%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.3% | -0.9% | -0.6% |
| 7D | -1.1% | -2.3% | +1.2% | -0.7% |
| 30D | +0.7% | -5.3% | +6.0% | +1.7% |
| 3M | +14.5% | -7.8% | +22.3% | +15.9% |
| 6M | +14.4% | -5.4% | +19.8% | +14.9% |
| YTD | +28.5% | -2.7% | +31.1% | +27.9% |
| 1Y | +41.8% | -21.0% | +62.7% | +46.8% |
| 3Y | +202.8% | +22.2% | +180.6% | +179.2% |
| 5Y | +208.8% | +62.2% | +146.6% | +163.5% |
| 10Y | +356.5% | +414.3% | -57.7% | +206.8% |
| All | +10,349.2% | +12,596.5% | -2,247.3% | +4,963.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling