+473.8%
WELL vs DPZ
+116.9%
+356.9%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DPZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.2% | +1.7% | +0.7% |
| 7D | +3.0% | +2.2% | +0.9% | +2.7% |
| 30D | +10.2% | +6.7% | +3.5% | +9.2% |
| 3M | +6.1% | -4.5% | +10.7% | +6.7% |
| 6M | +16.6% | +3.3% | +13.3% | +15.6% |
| YTD | +35.3% | -19.4% | +54.8% | +38.8% |
| 1Y | +31.5% | -17.3% | +48.7% | +34.2% |
| 3Y | +206.5% | -8.4% | +214.9% | +204.6% |
| 5Y | +222.0% | -28.2% | +250.2% | +227.2% |
| 10Y | +473.8% | +130.9% | +342.9% | +430.7% |
| All | +473.8% | +116.9% | +356.9% | +430.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DPZ.
Daily Out/Under-Performance
Portfolio return minus DPZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DPZ 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 DPZ 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