+473.8%
WELL vs ALK
-39.7%
+513.5%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +0.9% | +0.6% |
| 7D | +3.0% | +12.9% | -9.9% | -0.6% |
| 30D | +10.2% | +5.5% | +4.7% | +8.0% |
| 3M | +6.1% | -12.1% | +18.2% | +9.2% |
| 6M | +16.6% | +1.7% | +14.9% | +13.0% |
| YTD | +35.3% | -17.4% | +52.7% | +37.0% |
| 1Y | +31.5% | -1.9% | +33.4% | +25.2% |
| 3Y | +206.5% | +21.2% | +185.2% | +143.5% |
| 5Y | +222.0% | -27.8% | +249.8% | +201.8% |
| 10Y | +473.8% | -41.0% | +514.8% | +308.7% |
| All | +473.8% | -39.7% | +513.5% | +308.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ALK.
Daily Out/Under-Performance
Portfolio return minus ALK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALK 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 ALK 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