+208.8%
WELL vs DUOL
-11.2%
+220.0%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DUOL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.9% | +4.3% | -0.4% |
| 7D | -1.1% | -11.8% | +10.7% | -0.6% |
| 30D | +0.7% | +1.5% | -0.7% | +0.6% |
| 3M | +14.5% | +18.1% | -3.6% | +13.5% |
| 6M | +14.4% | +38.7% | -24.3% | +12.4% |
| YTD | +28.5% | -20.7% | +49.1% | +29.4% |
| 1Y | +41.8% | -49.1% | +90.9% | +45.3% |
| 3Y | +202.8% | -11.0% | +213.9% | +194.8% |
| 5Y | +208.8% | -18.0% | +226.8% | +183.9% |
| All | +208.8% | -11.2% | +220.0% | +183.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling