+209.7%
WELL vs DRI
+53.9%
+155.8%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.5% | -1.5% | -2.0% |
| 7D | -0.8% | +0.6% | -1.4% | -0.9% |
| 30D | -0.1% | +3.8% | -3.9% | -0.6% |
| 3M | +18.0% | +13.0% | +5.0% | +16.1% |
| 6M | +15.0% | +8.3% | +6.7% | +13.6% |
| YTD | +28.6% | +20.6% | +8.0% | +25.3% |
| 1Y | +42.9% | +6.5% | +36.5% | +41.4% |
| All | +209.7% | +53.9% | +155.8% | +187.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling