+42.3%
WELL vs DT
+1.8%
+40.5%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.6% | -1.7% | 0.0% |
| 7D | -2.2% | -2.5% | +0.3% | -2.4% |
| 30D | +4.7% | +3.5% | +1.1% | +5.0% |
| 3M | +11.9% | +26.7% | -14.8% | +14.4% |
| 6M | +14.3% | +36.1% | -21.8% | +18.1% |
| YTD | +28.4% | +18.6% | +9.7% | +31.5% |
| 1Y | +42.3% | +7.9% | +34.4% | +45.1% |
| All | +42.3% | +1.8% | +40.5% | +45.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DT.
Daily Out/Under-Performance
Portfolio return minus DT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DT 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 DT 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