+356.5%
WELL vs BEN
+53.7%
+302.8%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.5% | +1.0% | -0.1% |
| 7D | -1.1% | +3.4% | -4.5% | -2.1% |
| 30D | +0.7% | +1.8% | -1.0% | +0.1% |
| 3M | +14.5% | +8.4% | +6.1% | +11.3% |
| 6M | +14.4% | +35.6% | -21.2% | +3.3% |
| YTD | +28.5% | +46.4% | -17.9% | +12.8% |
| 1Y | +41.8% | +46.3% | -4.6% | +24.1% |
| 3Y | +202.8% | +54.6% | +148.2% | +152.4% |
| 5Y | +208.8% | +39.4% | +169.4% | +159.0% |
| 10Y | +356.5% | +57.6% | +299.0% | +207.8% |
| All | +356.5% | +53.7% | +302.8% | +207.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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