-11.7%
WDAY vs WELL
+195.0%
-206.6%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.2% | -3.5% | -3.6% |
| 7D | -2.5% | +4.4% | -6.9% | -2.5% |
| 30D | +4.7% | +10.8% | -6.1% | +4.8% |
| 3M | +13.3% | +4.2% | +9.1% | +13.3% |
| 6M | +57.3% | +14.0% | +43.3% | +58.6% |
| YTD | -10.2% | +33.4% | -43.6% | -10.6% |
| 1Y | -14.1% | +32.4% | -46.5% | -14.4% |
| 3Y | -11.7% | +194.7% | -206.4% | -20.6% |
| All | -11.7% | +195.0% | -206.6% | -20.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling