+1,943.3%
WELL vs DPZ
+5,417.8%
-3,474.4%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DPZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.7% | -0.3% | -1.6% |
| 7D | -0.8% | -2.5% | +1.8% | -0.2% |
| 30D | -0.1% | -7.0% | +6.9% | +1.6% |
| 3M | +18.0% | +11.6% | +6.4% | +14.2% |
| 6M | +15.0% | -15.2% | +30.2% | +19.0% |
| YTD | +28.6% | -17.2% | +45.9% | +33.6% |
| 1Y | +42.9% | -24.8% | +67.8% | +52.0% |
| 3Y | +203.0% | -8.7% | +211.7% | +199.8% |
| 5Y | +206.9% | -28.9% | +235.8% | +217.2% |
| 10Y | +339.5% | +153.6% | +185.8% | +191.9% |
| All | +1,943.3% | +5,417.8% | -3,474.4% | +352.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling