+41.5%
WELL vs ALL
+31.6%
+9.9%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.3% | -0.7% | -1.8% |
| 7D | -0.8% | 0.0% | -0.8% | -0.8% |
| 30D | -0.1% | -1.5% | +1.4% | +0.2% |
| 3M | +18.0% | +23.6% | -5.6% | +13.2% |
| 6M | +15.0% | +22.3% | -7.3% | +10.5% |
| YTD | +28.6% | +26.5% | +2.1% | +23.4% |
| All | +41.5% | +31.6% | +9.9% | +33.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL 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 1y: compounded portfolio wealth divided by compounded ALL 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…
1y analysis · Full analysis span regression · 6 months rolling