+349.8%
WELL vs ALNY
+260.0%
+89.8%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.5% | -0.5% | -0.1% |
| 7D | -0.2% | -6.5% | +6.3% | +0.1% |
| 30D | +2.3% | +11.0% | -8.7% | +1.7% |
| 3M | +12.3% | -14.1% | +26.3% | +12.8% |
| 6M | +15.6% | -22.4% | +38.0% | +16.7% |
| YTD | +28.3% | -37.5% | +65.8% | +31.0% |
| 1Y | +41.9% | -46.9% | +88.8% | +46.0% |
| 3Y | +198.3% | +22.1% | +176.3% | +190.4% |
| 5Y | +206.4% | +31.2% | +175.2% | +193.3% |
| All | +349.8% | +260.0% | +89.8% | +307.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ALNY.
Daily Out/Under-Performance
Portfolio return minus ALNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALNY 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 ALNY 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