+11.5%
KRE vs WELL
+225.4%
-213.8%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.0% | +0.4% | -0.2% |
| 7D | +0.3% | +0.1% | +0.2% | +0.2% |
| 30D | +5.0% | +6.8% | -1.8% | +2.4% |
| 3M | -5.7% | +6.7% | -12.5% | -8.2% |
| 6M | +7.5% | +13.8% | -6.3% | +1.8% |
| YTD | +13.8% | +33.8% | -20.0% | +0.6% |
| 1Y | +20.7% | +29.6% | -9.0% | +7.8% |
| 3Y | +90.1% | +203.1% | -113.0% | +11.3% |
| 5Y | +11.5% | +223.8% | -212.3% | -37.0% |
| All | +11.5% | +225.4% | -213.8% | -37.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling