+36.5%
WELL vs A
+24.4%
+12.1%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.0% | +1.9% | +2.9% |
| 7D | +9.2% | -2.4% | +11.5% | +9.1% |
| 30D | +10.6% | +3.6% | +7.0% | +10.7% |
| 3M | +7.5% | +27.5% | -20.0% | +8.4% |
| 6M | +15.0% | +58.5% | -43.4% | +17.6% |
| YTD | +35.0% | +31.2% | +3.9% | +36.1% |
| 1Y | +36.5% | +22.2% | +14.3% | +39.5% |
| All | +36.5% | +24.4% | +12.1% | +39.5% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 1y: compounded portfolio wealth divided by compounded A 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…
1y analysis · Full analysis span regression · 6 months rolling