+208.8%
WELL vs DINO
+328.2%
-119.4%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.2% | -0.4% | -0.6% |
| 7D | -1.1% | +2.0% | -3.1% | -1.3% |
| 30D | +0.7% | +27.7% | -26.9% | -1.3% |
| 3M | +14.5% | +56.3% | -41.8% | +10.1% |
| 6M | +14.4% | +107.6% | -93.1% | +6.8% |
| YTD | +28.5% | +140.2% | -111.7% | +18.0% |
| 1Y | +41.8% | +113.0% | -71.2% | +31.6% |
| 3Y | +202.8% | +100.1% | +102.8% | +181.0% |
| 5Y | +208.8% | +328.7% | -119.9% | +152.0% |
| All | +208.8% | +328.2% | -119.4% | +152.0% |
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