+228.3%
WELL vs DKS
+29.6%
+198.7%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.2% | -0.1% |
| 7D | +0.1% | +1.3% | -1.2% | 0.0% |
| 30D | +7.8% | +8.9% | -1.1% | +7.1% |
| 3M | +10.2% | -26.4% | +36.6% | +12.1% |
| 6M | +16.4% | -31.1% | +47.4% | +18.9% |
| YTD | +35.2% | -22.8% | +58.0% | +36.7% |
| 1Y | +30.5% | -29.5% | +59.9% | +32.8% |
| 3Y | +206.1% | +42.8% | +163.3% | +183.8% |
| 5Y | +228.3% | +29.2% | +199.1% | +184.6% |
| All | +228.3% | +29.6% | +198.7% | +184.6% |
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