+1,309.1%
WDC vs WELL
+340.0%
+969.1%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.6% | +1.6% | +1.3% |
| 7D | +7.5% | -1.1% | +8.6% | +7.9% |
| 30D | +10.1% | +0.7% | +9.3% | +9.7% |
| 3M | -6.8% | +14.5% | -21.3% | -13.0% |
| 6M | +84.1% | +14.4% | +69.7% | +71.3% |
| YTD | +180.3% | +28.5% | +151.8% | +147.3% |
| 1Y | +411.1% | +41.8% | +369.3% | +330.0% |
| 3Y | +1,375.0% | +202.8% | +1,172.2% | +769.7% |
| 5Y | +991.6% | +208.8% | +782.8% | +528.4% |
| 10Y | +1,309.1% | +356.5% | +952.6% | +494.5% |
| All | +1,309.1% | +340.0% | +969.1% | +494.5% |
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