+455.3%
WELL vs DRI
+370.8%
+84.5%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.5% | -0.6% | +0.3% |
| 7D | +3.5% | +3.1% | +0.4% | +2.1% |
| 30D | +9.7% | +16.2% | -6.5% | +2.6% |
| 3M | +4.8% | +8.4% | -3.6% | +0.6% |
| 6M | +16.1% | +19.0% | -2.9% | +6.4% |
| YTD | +34.7% | +28.8% | +5.9% | +18.1% |
| 1Y | +31.9% | +33.1% | -1.2% | +13.6% |
| 3Y | +209.9% | +70.8% | +139.1% | +127.4% |
| 5Y | +226.5% | +74.2% | +152.3% | +129.9% |
| 10Y | +455.3% | +345.5% | +109.8% | +156.6% |
| All | +455.3% | +370.8% | +84.5% | +156.6% |
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