+77.5%
GDXJ vs WELL
+1,006.2%
-928.8%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.5% | -1.6% | -1.3% |
| 7D | +4.3% | -1.3% | +5.6% | +4.7% |
| 30D | +8.4% | +0.5% | +7.9% | +8.2% |
| 3M | +25.5% | +19.1% | +6.4% | +18.9% |
| 6M | -6.3% | +17.0% | -23.3% | -11.0% |
| YTD | +12.1% | +29.2% | -17.1% | +3.1% |
| 1Y | +51.1% | +42.1% | +8.9% | +34.7% |
| 3Y | +296.1% | +204.5% | +91.5% | +181.2% |
| 5Y | +228.1% | +211.0% | +17.1% | +128.6% |
| 10Y | +211.8% | +337.6% | -125.8% | +87.1% |
| All | +77.5% | +1,006.2% | -928.8% | -43.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WELL.
Daily Out/Under-Performance
Portfolio return minus WELL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WELL 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 WELL 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