+30.9%
WELL vs DRI
+32.5%
-1.6%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.5% | -0.6% | +0.8% |
| 7D | +3.5% | +3.1% | +0.4% | +3.1% |
| 30D | +9.7% | +16.2% | -6.5% | +8.0% |
| 3M | +4.8% | +8.4% | -3.6% | +3.7% |
| 6M | +16.1% | +19.0% | -2.9% | +13.5% |
| YTD | +34.7% | +28.8% | +5.9% | +31.7% |
| All | +30.9% | +32.5% | -1.6% | +27.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling