+18,665.9%
WELL vs DINO
+19,474.2%
-808.4%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.7% | -1.4% | -1.9% |
| 7D | -0.8% | +5.7% | -6.5% | -1.7% |
| 30D | -0.1% | +27.8% | -27.9% | -4.1% |
| 3M | +18.0% | +45.6% | -27.6% | +10.5% |
| 6M | +15.0% | +88.5% | -73.5% | +2.7% |
| YTD | +28.6% | +134.1% | -105.5% | +10.5% |
| 1Y | +42.9% | +111.1% | -68.2% | +24.6% |
| 3Y | +203.0% | +109.1% | +93.9% | +159.2% |
| 5Y | +206.9% | +307.2% | -100.3% | +127.3% |
| 10Y | +339.5% | +495.9% | -156.5% | +188.4% |
| All | +18,665.9% | +19,474.2% | -808.4% | +8,216.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling