+121.9%
KRE vs WELL
+356.7%
-234.8%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.2% | +0.1% |
| 7D | -1.8% | -0.2% | -1.6% | -1.7% |
| 30D | -4.5% | +2.3% | -6.8% | -5.5% |
| 3M | +2.7% | +12.3% | -9.5% | -2.7% |
| 6M | +16.9% | +15.6% | +1.3% | +8.8% |
| YTD | +15.4% | +28.3% | -13.0% | +2.2% |
| 1Y | +16.1% | +41.9% | -25.8% | -2.1% |
| 3Y | +85.7% | +198.3% | -112.6% | +9.3% |
| 5Y | +33.3% | +206.4% | -173.2% | -23.9% |
| All | +121.9% | +356.7% | -234.8% | -1.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling