+225.9%
WELL vs DRI
+78.6%
+147.3%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.4% | -0.6% | -0.3% |
| 7D | +0.1% | +1.1% | -0.9% | -0.1% |
| 30D | +5.7% | +9.7% | -4.0% | +3.8% |
| 3M | +4.6% | +3.2% | +1.5% | +3.8% |
| 6M | +11.9% | +20.6% | -8.7% | +7.4% |
| YTD | +33.6% | +28.3% | +5.3% | +26.2% |
| 1Y | +29.8% | +34.5% | -4.8% | +21.3% |
| 3Y | +202.2% | +66.5% | +135.6% | +163.5% |
| All | +225.9% | +78.6% | +147.3% | +180.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling