+349.8%
WELL vs DINO
+492.4%
-142.6%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.1% | -0.1% | -0.1% |
| 7D | -0.2% | +2.3% | -2.5% | -0.7% |
| 30D | +2.3% | +22.6% | -20.3% | -2.0% |
| 3M | +12.3% | +55.2% | -43.0% | +2.0% |
| 6M | +15.6% | +93.8% | -78.2% | -0.3% |
| YTD | +28.3% | +139.5% | -111.2% | +5.1% |
| 1Y | +41.9% | +115.3% | -73.4% | +18.6% |
| 3Y | +198.3% | +98.8% | +99.5% | +147.7% |
| 5Y | +206.4% | +333.5% | -127.1% | +97.8% |
| All | +349.8% | +492.4% | -142.6% | +165.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DINO.
Daily Out/Under-Performance
Portfolio return minus DINO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DINO 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 10y: compounded portfolio wealth divided by compounded DINO 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…
10y analysis · Full analysis span regression · 6 months rolling