+198.5%
WELL vs ALNY
+22.8%
+175.7%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -4.1% | +4.0% | +0.2% |
| 7D | -2.2% | -6.4% | +4.2% | -1.8% |
| 30D | +4.7% | +11.9% | -7.2% | +3.8% |
| 3M | +11.9% | -15.0% | +27.0% | +12.7% |
| 6M | +14.3% | -23.2% | +37.5% | +15.6% |
| YTD | +28.4% | -37.8% | +66.1% | +31.3% |
| 1Y | +42.3% | -47.3% | +89.6% | +47.0% |
| All | +198.5% | +22.8% | +175.7% | +185.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling