+225.8%
WELL vs ALK
-34.8%
+260.6%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.6% | -0.8% | -0.2% |
| 7D | +4.4% | +9.0% | -4.6% | +3.4% |
| 30D | +10.8% | -1.6% | +12.4% | +10.8% |
| 3M | +4.2% | -23.2% | +27.4% | +7.1% |
| 6M | +14.0% | -3.9% | +17.9% | +13.3% |
| YTD | +33.4% | -22.6% | +56.0% | +35.5% |
| 1Y | +32.4% | -5.3% | +37.7% | +30.2% |
| 3Y | +194.7% | +18.6% | +176.2% | +159.0% |
| All | +225.8% | -34.8% | +260.6% | +235.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling