+228.3%
WELL vs DINO
+260.8%
-32.5%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.0% | -3.1% | -0.4% |
| 7D | +0.1% | -2.7% | +2.8% | +0.3% |
| 30D | +7.8% | -17.2% | +25.0% | +9.4% |
| 3M | +10.2% | +18.9% | -8.7% | +8.5% |
| 6M | +16.4% | +40.6% | -24.2% | +12.7% |
| YTD | +35.2% | +125.9% | -90.8% | +24.7% |
| 1Y | +30.5% | +90.9% | -60.5% | +22.3% |
| 3Y | +206.1% | +113.4% | +92.7% | +180.8% |
| 5Y | +228.3% | +258.3% | -30.1% | +171.7% |
| All | +228.3% | +260.8% | -32.5% | +171.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling