+225.9%
WELL vs ALL
+161.6%
+64.3%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.4% | -0.5% | -0.3% |
| 7D | +0.1% | +5.0% | -4.9% | -1.4% |
| 30D | +5.7% | +13.3% | -7.7% | +1.7% |
| 3M | +4.6% | +3.2% | +1.5% | +3.4% |
| 6M | +11.9% | +25.3% | -13.5% | +4.0% |
| YTD | +33.6% | +30.5% | +3.1% | +22.3% |
| 1Y | +29.8% | +29.2% | +0.6% | +19.1% |
| 3Y | +202.2% | +119.1% | +83.0% | +132.6% |
| All | +225.9% | +161.6% | +64.3% | +128.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling