+443.3%
WELL vs DINO
+449.3%
-6.0%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.9% | -1.9% | -1.2% |
| 7D | +0.1% | +5.0% | -4.9% | -0.9% |
| 30D | +6.8% | -19.9% | +26.7% | +11.6% |
| 3M | +6.7% | +16.8% | -10.0% | +2.6% |
| 6M | +13.8% | +44.8% | -31.0% | +3.9% |
| YTD | +33.8% | +128.0% | -94.2% | +9.3% |
| 1Y | +29.6% | +95.0% | -65.4% | +9.6% |
| 3Y | +203.1% | +115.4% | +87.7% | +143.3% |
| 5Y | +223.8% | +252.6% | -28.7% | +116.4% |
| All | +443.3% | +449.3% | -6.0% | +204.5% |
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