+290.4%
WELL vs DOW
-15.9%
+306.4%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | -0.4% |
| 7D | -1.1% | -6.0% | +4.9% | +0.9% |
| 30D | +0.7% | -2.7% | +3.5% | +1.4% |
| 3M | +14.5% | -10.5% | +25.0% | +18.0% |
| 6M | +14.4% | -12.4% | +26.8% | +16.9% |
| YTD | +28.5% | +30.0% | -1.6% | +11.3% |
| 1Y | +41.8% | +27.8% | +14.0% | +21.7% |
| 3Y | +202.8% | -34.9% | +237.7% | +235.3% |
| 5Y | +208.8% | -35.9% | +244.7% | +233.6% |
| All | +290.4% | -15.9% | +306.4% | +170.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 DOW 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