+356.5%
WELL vs DRI
+348.4%
+8.1%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.6% | +1.1% | +0.2% |
| 7D | -1.1% | -4.8% | +3.7% | +1.0% |
| 30D | +0.7% | -3.9% | +4.7% | +2.3% |
| 3M | +14.5% | +5.1% | +9.4% | +11.4% |
| 6M | +14.4% | +5.5% | +8.9% | +10.6% |
| YTD | +28.5% | +16.5% | +12.0% | +18.2% |
| 1Y | +41.8% | +2.0% | +39.8% | +37.7% |
| 3Y | +202.8% | +54.5% | +148.3% | +133.3% |
| 5Y | +208.8% | +66.6% | +142.2% | +121.0% |
| 10Y | +356.5% | +353.6% | +2.9% | +115.7% |
| All | +356.5% | +348.4% | +8.1% | +115.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 DRI 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