+219.3%
WELL vs DUOL
+11.3%
+208.0%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DUOL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -4.1% | +3.1% | -0.8% |
| 7D | +0.1% | +0.3% | -0.1% | +0.1% |
| 30D | +6.8% | +12.4% | -5.6% | +6.1% |
| 3M | +6.7% | +16.9% | -10.2% | +5.8% |
| 6M | +13.8% | +48.5% | -34.7% | +11.4% |
| YTD | +33.8% | -10.3% | +44.1% | +33.8% |
| 1Y | +29.6% | -15.6% | +45.3% | +29.9% |
| 3Y | +203.1% | -25.6% | +228.7% | +198.8% |
| 5Y | +223.8% | +1.5% | +222.3% | +198.1% |
| All | +219.3% | +11.3% | +208.0% | +190.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling