+155.8%
KRE vs WELL
+1,629.7%
-1,473.9%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.1% | +2.6% | +1.7% |
| 7D | +1.3% | -0.8% | +2.1% | +1.7% |
| 30D | -2.7% | -0.1% | -2.6% | -2.8% |
| 3M | +8.2% | +18.0% | -9.8% | -2.1% |
| 6M | +12.8% | +15.0% | -2.2% | +3.0% |
| YTD | +17.5% | +28.6% | -11.1% | +0.3% |
| 1Y | +16.6% | +42.9% | -26.3% | -6.8% |
| 3Y | +79.5% | +203.0% | -123.6% | -9.5% |
| 5Y | +32.4% | +206.9% | -174.5% | -35.5% |
| 10Y | +124.1% | +339.5% | -215.3% | -23.9% |
| All | +155.8% | +1,629.7% | -1,473.9% | -73.1% |
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