+19,554.2%
WELL vs DOV
+6,610.2%
+12,944.1%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +4.5% | -3.5% | -0.6% |
| 7D | +3.5% | -1.4% | +4.9% | +3.9% |
| 30D | +9.7% | +12.8% | -3.1% | +5.0% |
| 3M | +4.8% | +1.1% | +3.7% | +4.1% |
| 6M | +16.1% | -2.6% | +18.7% | +16.3% |
| YTD | +34.7% | +9.9% | +24.8% | +28.7% |
| 1Y | +31.9% | +19.3% | +12.6% | +22.3% |
| 3Y | +209.9% | +68.4% | +141.5% | +147.8% |
| 5Y | +226.5% | +29.1% | +197.4% | +184.5% |
| 10Y | +455.3% | +340.2% | +115.1% | +224.3% |
| All | +19,554.2% | +6,610.2% | +12,944.1% | +6,820.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling