+469.0%
WELL vs DOV
+332.5%
+136.5%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.5% | +0.9% | +0.7% |
| 7D | +3.0% | -0.7% | +3.8% | +3.3% |
| 30D | +10.2% | +12.3% | -2.0% | +3.8% |
| 3M | +6.1% | +1.2% | +5.0% | +5.1% |
| 6M | +16.6% | -3.1% | +19.7% | +17.1% |
| YTD | +35.3% | +9.4% | +25.9% | +26.8% |
| 1Y | +31.5% | +17.6% | +13.9% | +18.2% |
| 3Y | +206.5% | +66.5% | +139.9% | +114.5% |
| 5Y | +222.0% | +29.0% | +192.9% | +158.3% |
| All | +469.0% | +332.5% | +136.5% | +218.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DOV.
Daily Out/Under-Performance
Portfolio return minus DOV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOV 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 DOV 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