+349.8%
WELL vs DKS
+203.5%
+146.3%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.4% | -1.5% | -0.3% |
| 7D | -0.2% | -3.0% | +2.7% | +0.3% |
| 30D | +2.3% | -33.4% | +35.7% | +8.9% |
| 3M | +12.3% | -39.4% | +51.6% | +21.5% |
| 6M | +15.6% | -30.1% | +45.7% | +21.2% |
| YTD | +28.3% | -31.0% | +59.3% | +34.6% |
| 1Y | +41.9% | -40.2% | +82.1% | +52.5% |
| 3Y | +198.3% | +30.9% | +167.4% | +157.1% |
| 5Y | +206.4% | +14.0% | +192.4% | +158.0% |
| All | +349.8% | +203.5% | +146.3% | +116.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DKS.
Daily Out/Under-Performance
Portfolio return minus DKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DKS 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 DKS 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