+7,689.8%
WELL vs DRI
+7,978.2%
-288.4%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.0% | +0.8% | +0.1% |
| 7D | +4.4% | +2.8% | +1.6% | +3.5% |
| 30D | +10.8% | +13.3% | -2.4% | +6.7% |
| 3M | +4.2% | +8.2% | -4.0% | +1.4% |
| 6M | +14.0% | +17.5% | -3.5% | +7.9% |
| YTD | +33.4% | +26.9% | +6.5% | +22.7% |
| 1Y | +32.4% | +31.6% | +0.8% | +20.2% |
| 3Y | +194.7% | +67.0% | +127.8% | +143.1% |
| 5Y | +226.5% | +72.9% | +153.6% | +161.8% |
| 10Y | +429.8% | +371.3% | +58.5% | +204.9% |
| All | +7,689.8% | +7,978.2% | -288.4% | +2,817.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling