+211.0%
WELL vs DOW
-37.1%
+248.1%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.4% | 0.0% | +0.4% |
| 7D | -1.3% | -2.9% | +1.6% | -1.0% |
| 30D | +0.5% | +2.0% | -1.4% | +0.2% |
| 3M | +19.1% | -12.5% | +31.6% | +20.7% |
| 6M | +17.0% | -9.2% | +26.2% | +17.3% |
| YTD | +29.2% | +30.8% | -1.6% | +22.3% |
| 1Y | +42.1% | +29.4% | +12.8% | +34.1% |
| 3Y | +204.5% | -34.6% | +239.1% | +233.2% |
| 5Y | +211.0% | -35.9% | +246.9% | +230.9% |
| All | +211.0% | -37.1% | +248.1% | +230.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling