+30.5%
WELL vs DOW
+53.6%
-23.1%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.4% | -3.5% | 0.0% |
| 7D | +0.1% | -0.5% | +0.6% | +0.1% |
| 30D | +7.8% | +15.7% | -7.9% | +8.4% |
| 3M | +10.2% | +5.3% | +4.9% | +10.4% |
| 6M | +16.4% | -14.2% | +30.6% | +15.7% |
| YTD | +35.2% | +43.9% | -8.7% | +39.3% |
| 1Y | +30.5% | +53.1% | -22.6% | +35.2% |
| All | +30.5% | +53.6% | -23.1% | +35.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling