+201.1%
WELL vs ALNY
+30.5%
+170.6%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +16.6% |
| YTD | +28.3% | -37.5% | +65.8% | +30.6% |
| 1Y | +41.9% | -46.9% | +88.8% | +45.5% |
| 3Y | +198.3% | +22.1% | +176.3% | +192.0% |
| All | +201.1% | +30.5% | +170.6% | +190.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling