+8,062.4%
WELL vs ALL
+3,667.9%
+4,394.5%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.3% | -0.7% | -1.6% |
| 7D | -0.8% | 0.0% | -0.8% | -0.8% |
| 30D | -0.1% | -1.5% | +1.4% | +0.3% |
| 3M | +18.0% | +23.6% | -5.6% | +8.8% |
| 6M | +15.0% | +22.3% | -7.3% | +6.2% |
| YTD | +28.6% | +26.5% | +2.1% | +17.0% |
| 1Y | +42.9% | +27.0% | +15.9% | +29.4% |
| 3Y | +203.0% | +149.6% | +53.4% | +109.9% |
| 5Y | +206.9% | +118.1% | +88.8% | +118.5% |
| 10Y | +339.5% | +369.0% | -29.5% | +141.5% |
| All | +8,062.4% | +3,667.9% | +4,394.5% | +2,710.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling