+208.8%
WELL vs DKS
+15.5%
+193.3%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.7% | -1.3% | -0.6% |
| 7D | -1.1% | -2.9% | +1.8% | -0.9% |
| 30D | +0.7% | -37.7% | +38.5% | +3.7% |
| 3M | +14.5% | -38.9% | +53.4% | +18.0% |
| 6M | +14.4% | -31.1% | +45.5% | +16.8% |
| YTD | +28.5% | -31.8% | +60.3% | +31.2% |
| 1Y | +41.8% | -38.0% | +79.8% | +45.5% |
| 3Y | +202.8% | +28.6% | +174.2% | +183.9% |
| 5Y | +208.8% | +12.5% | +196.3% | +183.9% |
| All | +208.8% | +15.5% | +193.3% | +183.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling