+206.2%
WELL vs DUOL
+2.7%
+203.6%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DUOL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +4.3% | -4.3% | -0.3% |
| 7D | -2.2% | -8.6% | +6.4% | -1.9% |
| 30D | +4.7% | +7.2% | -2.5% | +4.3% |
| 3M | +11.9% | +19.1% | -7.1% | +10.9% |
| 6M | +14.3% | +52.5% | -38.2% | +11.8% |
| YTD | +28.4% | -17.3% | +45.6% | +29.0% |
| 1Y | +42.3% | -49.2% | +91.5% | +45.9% |
| 3Y | +202.6% | -7.3% | +209.8% | +194.3% |
| 5Y | +206.5% | -16.3% | +222.8% | +183.5% |
| All | +206.2% | +2.7% | +203.6% | +180.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DUOL.
Daily Out/Under-Performance
Portfolio return minus DUOL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DUOL 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 10y: compounded portfolio wealth divided by compounded DUOL 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…
10y analysis · Full analysis span regression · 6 months rolling