+18,665.9%
WELL vs DOV
+5,976.9%
+12,689.0%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.9% | -3.0% | -2.4% |
| 7D | -0.8% | -2.7% | +1.9% | +0.1% |
| 30D | -0.1% | -8.1% | +8.0% | +2.9% |
| 3M | +18.0% | -9.4% | +27.4% | +21.6% |
| 6M | +15.0% | -12.6% | +27.6% | +19.7% |
| YTD | +28.6% | -0.5% | +29.1% | +27.6% |
| 1Y | +42.9% | +9.2% | +33.7% | +36.5% |
| 3Y | +203.0% | +34.1% | +168.9% | +163.4% |
| 5Y | +206.9% | +17.3% | +189.6% | +176.8% |
| 10Y | +339.5% | +284.9% | +54.6% | +168.3% |
| All | +18,665.9% | +5,976.9% | +12,689.0% | +6,757.3% |
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 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