+2,953.9%
WELL vs DKS
+6,836.7%
-3,882.8%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.2% | -0.1% |
| 7D | +0.1% | +1.3% | -1.2% | -0.3% |
| 30D | +7.8% | +8.9% | -1.1% | +5.5% |
| 3M | +10.2% | -26.4% | +36.6% | +15.9% |
| 6M | +16.4% | -31.1% | +47.4% | +23.8% |
| YTD | +35.2% | -22.8% | +58.0% | +39.3% |
| 1Y | +30.5% | -29.5% | +59.9% | +37.1% |
| 3Y | +206.1% | +42.8% | +163.3% | +153.7% |
| 5Y | +228.3% | +29.2% | +199.1% | +162.5% |
| 10Y | +468.3% | +235.0% | +233.4% | +201.0% |
| All | +2,953.9% | +6,836.7% | -3,882.8% | +711.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling