+194.7%
WELL vs ALL
+105.5%
+89.2%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -4.5% | +4.3% | +1.1% |
| 7D | +4.4% | -1.9% | +6.4% | +5.0% |
| 30D | +10.8% | +13.8% | -3.0% | +6.9% |
| 3M | +4.2% | -7.0% | +11.2% | +6.2% |
| 6M | +14.0% | +18.0% | -4.0% | +8.3% |
| YTD | +33.4% | +24.2% | +9.2% | +24.7% |
| 1Y | +32.4% | +31.2% | +1.2% | +21.5% |
| 3Y | +194.7% | +107.5% | +87.2% | +132.9% |
| All | +194.7% | +105.5% | +89.2% | +132.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling