+19,401.7%
WELL vs ALK
+765.2%
+18,636.5%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.2% | +2.2% | -0.4% |
| 7D | +5.3% | +7.1% | -1.8% | +3.7% |
| 30D | +8.7% | -3.0% | +11.7% | +9.1% |
| 3M | +3.8% | -25.6% | +29.5% | +9.6% |
| 6M | +15.4% | +0.5% | +14.9% | +13.3% |
| YTD | +33.7% | -23.1% | +56.7% | +37.0% |
| 1Y | +33.6% | -7.5% | +41.2% | +31.3% |
| 3Y | +194.2% | +15.3% | +178.9% | +162.9% |
| 5Y | +227.0% | -34.8% | +261.8% | +224.2% |
| 10Y | +430.7% | -41.2% | +471.9% | +408.4% |
| All | +19,401.7% | +765.2% | +18,636.5% | +10,675.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling