+18,665.9%
WELL vs ALK
+839.9%
+17,826.0%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.5% | -3.6% | -2.4% |
| 7D | -0.8% | -0.7% | -0.1% | -0.7% |
| 30D | -0.1% | -19.2% | +19.2% | +4.2% |
| 3M | +18.0% | -1.5% | +19.6% | +17.3% |
| 6M | +15.0% | -13.1% | +28.0% | +16.0% |
| YTD | +28.6% | -16.4% | +45.0% | +30.2% |
| 1Y | +42.9% | -33.1% | +76.0% | +50.5% |
| 3Y | +203.0% | +0.6% | +202.4% | +180.1% |
| 5Y | +206.9% | -26.4% | +233.3% | +197.4% |
| 10Y | +339.5% | -34.2% | +373.6% | +313.2% |
| All | +18,665.9% | +839.9% | +17,826.0% | +10,135.5% |
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