+6,580.1%
WELL vs A
+546.2%
+6,033.9%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.7% | -1.9% | -0.5% |
| 7D | +4.4% | -0.1% | +4.5% | +4.4% |
| 30D | +10.8% | +3.4% | +7.5% | +10.1% |
| 3M | +4.2% | +23.8% | -19.6% | +0.1% |
| 6M | +14.0% | +49.0% | -35.0% | +5.5% |
| YTD | +33.4% | +29.4% | +4.0% | +26.2% |
| 1Y | +32.4% | +19.4% | +13.0% | +27.0% |
| 3Y | +194.7% | +66.2% | +128.6% | +161.9% |
| 5Y | +226.5% | +15.8% | +210.7% | +206.6% |
| 10Y | +429.8% | +326.1% | +103.8% | +296.9% |
| All | +6,580.1% | +546.2% | +6,033.9% | +4,096.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling