+306.0%
WELL vs DOW
-5.5%
+311.5%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.1% | -0.1% |
| 7D | +0.1% | +5.2% | -5.1% | -1.6% |
| 30D | +5.7% | +13.2% | -7.5% | +1.1% |
| 3M | +4.6% | +10.1% | -5.5% | +0.8% |
| 6M | +11.9% | -13.1% | +24.9% | +16.0% |
| YTD | +33.6% | +46.1% | -12.5% | +10.9% |
| 1Y | +29.8% | +50.0% | -20.3% | +6.0% |
| 3Y | +202.2% | -20.2% | +222.4% | +206.0% |
| 5Y | +223.2% | -27.7% | +250.9% | +235.5% |
| All | +306.0% | -5.5% | +311.5% | +169.0% |
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