+331.1%
WELL vs ALLE
+145.7%
+185.4%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.0% | -3.1% | -2.5% |
| 7D | -0.8% | -0.2% | -0.6% | -0.8% |
| 30D | -0.1% | -6.8% | +6.7% | +2.9% |
| 3M | +18.0% | +21.0% | -3.0% | +7.5% |
| 6M | +15.0% | +1.1% | +13.9% | +13.1% |
| YTD | +28.6% | -0.5% | +29.1% | +26.6% |
| 1Y | +42.9% | -7.3% | +50.2% | +44.8% |
| 3Y | +203.0% | +42.3% | +160.8% | +139.8% |
| 5Y | +206.9% | +13.5% | +193.4% | +169.2% |
| All | +331.1% | +145.7% | +185.4% | +197.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE 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 10y: compounded portfolio wealth divided by compounded ALLE 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…
10y analysis · Full analysis span regression · 6 months rolling