+225.8%
WELL vs DPZ
-27.1%
+252.9%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DPZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.2% | +2.0% | +0.2% |
| 7D | +4.4% | +6.6% | -2.1% | +3.4% |
| 30D | +10.8% | +10.3% | +0.5% | +9.2% |
| 3M | +4.2% | -6.2% | +10.4% | +5.0% |
| 6M | +14.0% | +4.2% | +9.8% | +12.7% |
| YTD | +33.4% | -18.4% | +51.8% | +36.7% |
| 1Y | +32.4% | -14.9% | +47.3% | +34.6% |
| 3Y | +194.7% | -4.6% | +199.4% | +189.0% |
| All | +225.8% | -27.1% | +252.9% | +220.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling