+7,408.7%
WELL vs DRI
+7,577.6%
-168.9%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.5% | -1.5% | -1.9% |
| 7D | -0.8% | +0.6% | -1.4% | -1.0% |
| 30D | -0.1% | +3.8% | -3.9% | -1.4% |
| 3M | +18.0% | +13.0% | +5.0% | +13.3% |
| 6M | +15.0% | +8.3% | +6.7% | +11.6% |
| YTD | +28.6% | +20.6% | +8.0% | +20.4% |
| 1Y | +42.9% | +6.5% | +36.5% | +38.5% |
| 3Y | +203.0% | +53.7% | +149.3% | +156.8% |
| 5Y | +206.9% | +72.7% | +134.2% | +146.1% |
| 10Y | +339.5% | +363.2% | -23.7% | +155.3% |
| All | +7,408.7% | +7,577.6% | -168.9% | +2,761.9% |
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