+208.8%
WELL vs DOV
+16.3%
+192.5%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.7% | +1.1% | -0.1% |
| 7D | -1.1% | +1.3% | -2.5% | -1.5% |
| 30D | +0.7% | -8.6% | +9.4% | +3.4% |
| 3M | +14.5% | -13.1% | +27.7% | +18.8% |
| 6M | +14.4% | -8.8% | +23.2% | +16.8% |
| YTD | +28.5% | -1.2% | +29.7% | +27.7% |
| 1Y | +41.8% | +10.7% | +31.1% | +35.3% |
| 3Y | +202.8% | +39.3% | +163.5% | +153.9% |
| 5Y | +208.8% | +16.4% | +192.4% | +174.3% |
| All | +208.8% | +16.3% | +192.5% | +174.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling