+208.8%
WELL vs DLTR
+27.2%
+181.7%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.6% | +4.0% | -0.3% |
| 7D | -1.1% | -10.2% | +9.1% | -0.5% |
| 30D | +0.7% | -8.5% | +9.2% | +1.3% |
| 3M | +14.5% | +5.6% | +9.0% | +14.0% |
| 6M | +14.4% | +2.2% | +12.2% | +14.1% |
| YTD | +28.5% | -3.8% | +32.2% | +28.6% |
| 1Y | +41.8% | +22.9% | +18.8% | +39.3% |
| 3Y | +202.8% | +2.0% | +200.8% | +202.9% |
| 5Y | +208.8% | +29.8% | +179.0% | +202.9% |
| All | +208.8% | +27.2% | +181.7% | +202.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DLTR.
Daily Out/Under-Performance
Portfolio return minus DLTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DLTR 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 DLTR 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