+209.9%
WELL vs DOW
-24.5%
+234.4%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.4% | +2.4% | +1.0% |
| 7D | +3.5% | -9.4% | +12.9% | +3.6% |
| 30D | +9.7% | +8.9% | +0.8% | +9.6% |
| 3M | +4.8% | +6.7% | -1.9% | +4.7% |
| 6M | +16.1% | -14.2% | +30.3% | +16.3% |
| YTD | +34.7% | +36.9% | -2.2% | +33.0% |
| 1Y | +31.9% | +45.8% | -13.8% | +29.8% |
| 3Y | +209.9% | -23.9% | +233.8% | +203.4% |
| All | +209.9% | -24.5% | +234.4% | +203.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling